Roughly 71% of fund managers do not expect any AI hyperscaler to announce a cut in capital expenditures this year, according to BofA's latest fund manager survey, up from 61% in July. BofA analyst Viv…
KeyBanc analyst Michael Leshock said SpaceX will need to raise about $325 billion over the next 18-24 months to fund AI compute capacity buildouts, with cumulative capital expenditures potentially rea…
An AI trading system generated +$25,898 on approximately $151,000 deployed (+17%) in a five-day FIGR earnings campaign, ending flat by 9:48am on print day. The AI, operating on Bernard's terminal, ide…
SK Hynix raised $26.5 billion in a Nasdaq listing on July 10, pricing 177.9 million American depositary shares at $149 each, in what is described as one of the largest US share sales ever by a foreign…
Meta stock has rallied 12% in the past month as bulls circle ahead of its July 29 earnings report, driven by potential profit upside from cost cuts and a new compute deal with Anthropic. BofA analyst …
Global stocks surged $7 trillion in the first half of 2026 despite a $9 trillion drop in March caused by the Iran war, as an AI boom drove markets higher. South Korea's stock market doubled, SpaceX so…
A wave of stocks has seen triple-digit gains in 2026, with the S&P 500's return on equity boosted by the AI capex boom. Retail investors are pouring into U.S. stocks at a record pace, while consumer s…
Bernstein and Bank of America reiterated bullish ratings on Taiwan Semiconductor Manufacturing Company (TSM), citing the chipmaker's leadership in advanced nodes and artificial intelligence. The analy…
Bank of America identified Apple as a primary beneficiary of the emerging agentic AI smartphone market. The investment bank's analysis positions the company to capitalize on the next generation of art…