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 …
Moonshot AI, the Beijing-based company behind the Kimi chatbot, is moving toward a Hong Kong IPO after releasing its Kimi K3 model, a 2.8 trillion parameter open-weight system that led the Frontend Co…
Hamza Tahir of ZenML highlighted at an AI Engineer conference that most agent costs come from waiting—on tools, humans, or retries—not from inference. A peer-reviewed study, "The Harness Effect," foun…
Alphabet Inc., Google's parent company, announced the largest equity capital raise in corporate history, pulling in $80 billion through stock sales, convertible preferred shares, and a $10 billion pri…
The five largest Wall Street banks — JPMorgan Chase, Bank of America, Citigroup, Goldman Sachs, and Morgan Stanley — collectively reported $114 billion in capital markets revenue in the first half of …
TSMC posted record second-quarter revenue of over $40 billion, up 36% year on year, with net income rising 77%, but its stock fell 4% after the chipmaker raised its 2026 capital expenditure forecast t…
Zhongji Innolight, a Shenzhen-listed optical module maker supplying AI data center components for Nvidia's ecosystem, has secured approval for a secondary listing on the Hong Kong Stock Exchange that …
Stock market losses led by Nasdaq and AI stocks dominated the weekly review, with Goldman, GE, Taiwan Semi, and IBM in focus.…
Bank of America named Kevin Milsom as head of platforms AI transformation and moved Amy Avery's Analytics, Modelling & Insights team under the platforms group to centralize AI and data-driven insights…