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…
BlackRock International CIO of Fundamental Equities Helen Jewell argues that effective equity diversification remains possible despite the AI trade becoming the most crowded in history, pointing to he…
Forward-deployed engineering is the fastest-growing AI job category, with LinkedIn reporting 42-fold growth from 2023 to 2025 and Indeed showing a 729% increase in postings from April 2025 to April 20…
Short interest in US stocks has hit a record high, with S3 Partners reporting that short interest across all S&P 500 stocks is about 3.7% of free float, the highest since the firm began tracking in 20…
JPMorgan Chase CEO Jamie Dimon expressed skepticism about the AI spending boom, saying the huge investments may not pay off as investors expect, but he praised SpaceX's plan for space data centers as …
Moonshot AI, a Beijing-based startup, is targeting a $50 billion valuation in its final private fundraising round before a Hong Kong listing, according to a Bloomberg report, just days after pausing n…
Zhongji Innolight has secured more than 30 cornerstone investors for its US$8 billion Hong Kong IPO, set for July 30, which would be the city's largest listing in seven years. Nearly half the base sha…
AI engineering productivity gains of 3x or more are now documented across multiple companies, with NVIDIA reporting a 3x increase in committed code across 30,000 developers with flat bug rates, Amplit…
Alibaba Group Holding previewed its Qwen3.8-Max-Preview AI model with 2.4 trillion parameters, claiming it ranks second only to Anthropic's Claude Fable 5, but the claim lacks external validation as n…
Chinese AI firm Moonshot has paused new subscriptions for its Kimi K3 large-language model, trained on 2.8 trillion parameters, due to surging demand that pushed GPU capacity to its limits days after …
Goldman Sachs strategists led by Lavinia Forcellese said AI-related expectations have overtaken traditional drivers such as China's growth outlook and US dollar moves as the largest contributor to cop…
Zhongji Innolight, a Chinese maker of high-speed optical transceivers, is pursuing a Hong Kong listing worth up to $8bn, which would be the city's largest IPO since Alibaba's $12.9bn debut in 2019. Th…
The Linux Foundation announced the intent to launch the Tokenomics Foundation, a new open-source initiative to establish standards and benchmarks for AI infrastructure cost management. The foundation …