Morgan Stanley analyst Adam Jonas says the current gap between increasingly negative investor sentiment and largely unchanged fundamentals creates an attractive buying opportunity in SpaceX stock, wit…
Cognition, the $26 billion startup behind the autonomous coding agent Devin, has acquired The Interaction Company of California, makers of Poke, the first AI agent Apple officially supports inside iMe…
The term 'choke point' is increasingly used to describe bottlenecks in the global economy, from oil routes to AI supply chains, as geopolitical tensions and economic warfare intensify. Saudi Arabia is…
Hong Kong's status as a global financial hub is at risk as AI tools like Anthropic's Claude are removed from local teams at JPMorgan and Goldman Sachs, reflecting a broader trend where AI is treated a…
Goldman Sachs estimates that AI-related corporate debt issuance has reached roughly $489 billion through mid-2026, with Amazon alone raising approximately $53 billion through bond offerings this year,…
Nebius Group closed a $775 million senior secured debt facility on July 17, its first asset-backed borrowing, to fund AI cloud infrastructure buildout. The deal, led by MUFG and syndicated among 10 ba…
Nvidia CEO Jensen Huang told the World Economic Forum in Davos that an AI bubble is unlikely within the next five years due to massive infrastructure gaps and hardware constraints, requiring trillions…
Wall Street futures fell Thursday after Alphabet and Tesla earnings failed to convince investors that massive AI investments will pay off soon, with Alphabet shares sliding 3.9% and Tesla dropping 5.8…
OpenAI on July 21 appointed Nubank CEO David Vélez and BNY CEO Robin Vince to the boards of both the OpenAI Foundation and OpenAI Group PBC, expanding the board to 10 members as the company moves towa…
Goldman Sachs launched a dedicated alternative investments platform to give wealthy clients direct stakes in private companies like SpaceX, Stripe, and Canva, consolidating its direct investment opera…
The AI trade is broadening beyond chipmakers as the equal-weighted S&P 500 outperforms its market-cap-weighted counterpart since June, signaling a healthier market rally, according to Business Insider…
Alphabet CEO Sundar Pichai said Google prioritizes allocating its tensor processing units (TPUs) to artificial general intelligence (AGI) research over renting them to customers, as the company report…
Harbor Capital has coined the term "Memi" (memory semiconductors) to describe a new $3 trillion sector dominated by Micron, SK Hynix, and Samsung, which are essential to AI infrastructure due to high-…
Tesla delivered a record 480,126 vehicles in Q2 2026, but revenue fell 12% to $22.5 billion and operating income plunged 42% to $0.9 billion, missing earnings per share consensus of $0.42 with $0.40. …
Apple stock has gained 20.3% this year, far outpacing the S&P 500's 9.7% advance, but AlphaSpace valuation metrics show the stock trading at premium multiples well above its 10-year averages, includin…
Goldman Sachs strategist Amanda Lynam estimates that $489 billion in AI-related debt has been issued in 2026, already surpassing the $322 billion issued in all of 2025, with Amazon, Alphabet, Oracle, …
Twin sisters Danielle and Leah Cohen-Shohet, Princeton graduates and former Goldman Sachs employees, raised $44 million at a $1.15 billion valuation for their wellness company Genius AI, making it a u…
A Nikkei study reveals hidden debt at U.S. tech giants swelled eightfold in four years to an estimated $1.65 trillion as artificial intelligence investments ballooned, exceeding the roughly $1.35 tril…
A violent unwind in AI and chip stocks is hiding beneath a resilient broader market, with the gap between expected volatility in semiconductor stocks and the S&P 500 reaching nearly 47 points, accordi…
Accenture and Cognizant have lost over $100 billion in combined market value over two years as artificial intelligence reshapes the consulting industry, according to Inside AI. McKinsey CFO Yuval Atsm…