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During this week of trading, with the heated anticipation of the SpaceX initial public offering (IPO), it’s particularly important for investors to remember the Facebook IPO. Investors were clamoring. It was the biggest event on Wall Street in decades. The stock was priced at $38. By August, it ...
When a Wall Street heavyweight tells you a $1.8 trillion company still looks cheap, it's worth slowing down to understand why. That's roughly the message coming out of JPMorgan (JPM) this month. Fresh off Broadcom's latest earnings, the bank didn't just nudge its outlook higher. It made a ...
Apollo and Blackstone are financing a $35 billion expansion of AI computing capacity for Anthropic using Broadcom's custom chips and networking solutions as part of a tie-up between the asset managers and the chipmaker. The initial commitment will expand the Claude Code creator's AI computing capacity by one gigawatt, the companies said on Tuesday. The capacity is expected to be deployed at Fluidstack-operated sites beginning mid-2026, with the cloud computing company providing the physical data-center infrastructure that will run Anthropic's AI systems.
The European Union told Meta Platforms to reverse a policy that effectively bans rival artificial intelligence chatbots from using a tool to communicate with users on WhatsApp as officials continue to probe the company’s messaging service.
Meta Platforms has been ordered by EU antitrust regulators to give rival AI chatbots such as OpenAI free access to WhatsApp while they continue to investigate whether the company abused its market power by blocking competitors from the messaging app. The European Commission's decision to issue an interim measure against Meta followed complaints from The Interaction Company of California, developer of the Poke.com AI assistant, French AI startup Agentik and a Spanish rival. Those complaints prompted the Commission, the EU's competition enforcer, to open an investigation in December.
Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at 2028 and I’m pretty close to $20 in earnings, which was their 2030 target.” Read that again. The 2030 number, pulled forward two years. Rasgon is not ... AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next
The excitement is building around the SpaceX IPO, which is set to debut on the Nasdaq Composite on Friday.
Investing.com -- CoreWeave Inc. is holding calls with European high-yield investors on Tuesday as the AI infrastructure provider evaluates financing transactions that may include dollar and euro bonds, Bloomberg reported Tuesday.
Investor Jim Chanos challenged the prevailing narrative comparing SpaceX‘s initial public offering (IPO) valuation to early tech giants like Amazon.com, Google, and Meta Platforms. Chanos took to X on Saturday to respond to a user, The_Real_Fly, stating SpaceX, OpenAI and...
(Bloomberg) -- China is preparing to spend around 2 trillion yuan ($295 billion) over the next five years on building data centers across the country, fueling Beijing’s ambition to propel the domestic AI sector and surpass the US in a potentially game-changing technology. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeTrump Says He, Not Con
Such is life on Wall Street at the dawn of the artificial-intelligence build-out. Tech companies are hungry for cash to invest in data centers, and investors are forking it over through all possible means, in all parts of the globe—a flurry of fundraising that has mostly supported markets by powering technological advances, even as it tests their ability to absorb it all. Alphabet’s announcement that it would raise $85 billion of equity was just the latest example.
Meta is investing $115 million to stand up a new training program for data center technician jobs, as the social media giant races to build the infrastructure to power its AI ambitions. The cost-free program, America's Workforce Academy, will end in guaranteed job offers to graduates, the company said in a statement. A Meta spokesperson said the program will provide generalist training for data center technicians.
The five-week program, which is free of charge and guarantees a job, follows a recent layoff of 8,000 employees.
(Bloomberg) -- A federal judge struck down a $100,000 fee President Donald Trump ordered for H-1B visa applications, providing a reprieve for US technology companies that rely on hiring skilled foreign workers.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryIsrael Stri
SpaceX, OpenAI and Anthropic listings could reshape capital flows as new equity supply rises.
Just days after the S&P 500 climbed to a fresh record high as artificial intelligence stocks extended their remarkable rally, investors got a reminder that markets rarely move in a straight line. Friday’s sell-off erased roughly $1.4 trillion in market value from S&P 500 companies and marked the benchmark index’s steepest one-day decline since October ... The S&P 500 Wiped Out $1.4 Trillion in Market Cap After Red-Hot Jobs Report. Here’s Why
For decades, owning a newspaper looked like a losing bet. Print circulation fell, ad dollars fled to Google and Meta, and plenty of local titles folded for good. So when one of the most respected names in investing keeps pouring money into the sector, it's worth paying attention. That's exactly ...
(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. have finalized a $35 billion financing package for Anthropic PBC to expand its AI infrastructure, marking the latest mega-deal in the artificial intelligence race.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSpaceX Inks $30 Billion Computing Power Deal With GoogleTrump Says
Meta stock fell more than 6% Friday following a report that it will sell new stock to raise cash for its AI buildout.
U.S. President Donald Trump on Friday told reporters that his team is looking into the idea of AI companies giving the American public a stake in their firms, adding that he planned to host a meeting with AI executives as soon as next week. "There's something very interesting about it, where it almost becomes a partnership with the American public," he told reporters.
Meta is considering raising tens of billions of dollars in a stock offering as it seeks new sources of capital to fund the company's AI ambitions, the Financial Times reported on Friday. The report comes after Alphabet moved to raise $84.75 billion in upsized equity offerings, as Big Tech competes to build data centers and capitalize on growing demand for AI. Meta executives have been exploring "creative" ways to raise cash as it prepares to sharply boost its AI-related expenses, the FT report said, citing three people familiar with the plans.
Meta is considering raising tens of billions of dollars in a stock offering as it seeks new sources of capital to fund Mark Zuckerberg’s vast...
Moby summary of Ciena Corporation's Q2 2026 earnings call
Mega IPOs from SpaceX, Anthropic, and OpenAI are already turning heads on Wall Street and Main Street, expected to fetch some of the steepest valuations in the history of U.S. markets. However, those banking on these IPOs being a guaranteed payday might want to revisit those assumptions. Despite ...
(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than
For the past two years, Wall Street has asked Meta the same question. The company has committed hundreds of billions of dollars to AI infrastructure, data centers, and custom chips. The returns have been real but indirect: better ad targeting, stronger engagement, and higher revenue from a business ...
The rocket and AI company plans to sell 555 million shares at a fixed price, bypassing the traditional price-range method used in most U.S. offerings
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