Nvidia (NVDA) has struck a deal with OpenAI to become a tenant, according to Investor's Business Daily, as the chipmaker holds its ground within a base and moves past an early entry point amid earning…
Bill Ackman's Pershing Square Capital Management sold approximately 95% of its Alphabet position during Q1 2026, while adding 1,844,157 Amazon shares and opening a new $2.4 billion Microsoft stake, ma…
A Wall Street Journal analysis found that nine major technology companies hold approximately $3 trillion in off-balance-sheet commitments tied to artificial intelligence infrastructure, roughly five t…
European Central Bank researchers warned on August 17 that a stock market correction is likely, drawing parallels to the dot-com bubble and highlighting €440 billion in euro-area household exposure to…
A European Central Bank blog post warns that a sharp correction in U.S. technology stocks is likely, leaving Europe exposed due to €440 billion in household holdings of the Magnificent Seven (Alphabet…
Nvidia disclosed in an August 14 regulatory filing that it owned 122.76 million class A shares of SpaceX worth close to $21 billion at the end of June, making the rocket company its second-largest rep…
Institutional investors are shifting focus to identifying future AI winners as capital expenditure concerns ease, according to a Reuters report. Major players including Alphabet, Amazon, Microsoft, an…
Amazon, Alphabet, Meta, Microsoft, and Oracle have issued roughly $194 billion in bonds by early July 2026, surpassing their $108 billion total for all of 2025, squeezing the same capital pool that fu…
AI-focused hyperscalers have issued between $159 billion and $220 billion in bonds so far in 2026, surpassing the entire 2025 total of roughly $108 billion to $120 billion, according to Goldman Sachs,…
Meta and Oracle face heightened scrutiny from credit investors as their AI-driven capital expenditures surge, with Oracle's fiscal 2026 capex reaching $55.66 billion, exceeding its $50 billion target,…
Asset managers are shifting focus to long-term returns from Big Tech AI spending, betting that hyperscalers will grow profits faster than they spend, with the biggest tech companies on track to add ro…
Chinese hedge funds Wealspring Asset and Shanghai Banxia Investment Management Center are rotating out of Nvidia and US hyperscalers Microsoft, Amazon, Alphabet, and Meta, calling the AI trade a 'supe…
Big Tech's artificial-intelligence capital expenditures are roughly $3 trillion higher than reported when including indirect costs such as cloud-computing infrastructure, energy, and acquisitions, acc…
The Philadelphia Semiconductor Index (SOX) is likely to retreat after a recent rebound, according to Phillip Securities Research. The index corrected 28% from its June 22 swing high of 14,655 to a Jul…
Stripe has finalized an agreement to acquire AI gateway startup OpenRouter for more than $7 billion, according to Bloomberg, marking Stripe's largest known bet on AI infrastructure. OpenRouter, which …
Stripe has finalized a deal to acquire AI model gateway startup OpenRouter for more than $7 billion, according to Bloomberg. OpenRouter, which raised a $113 million Series B at a $1.3 billion valuatio…
Stripe has agreed to acquire OpenRouter, a three-year-old AI routing platform, for more than $7 billion, Bloomberg reported on August 16, citing people familiar with the matter. The deal, which is yet…
Google launched Gemini 3.7 Flash on August 13, 2026, a coding-focused model with a context window exceeding one million tokens, priced at $0.75 per million input tokens and $3.75 per million output to…
Wall Street strategists see Big Tech's AI spending starting to pay off, with JPMorgan raising its S&P 500 price target to 8,000 from 7,800, citing strong cloud demand. Microsoft's Azure surpassed $100…
The S&P 500 closed at roughly 7,736.52 in early August 2026, up about 1.8%, and the Dow Jones Industrial Average crossed 54,000 for the first time, driven by AI-fueled earnings from Palantir, Microsof…