MP Materials

Rare earth miners MP Materials (NYSE:MP) and USA Rare Earth (NASDAQ:USAR) fell 3% and 4% respectively on Tuesday as investors dumped AI-adjacent trades amid growing concerns over AI spending. Anthropi…

Circular AI deals, such as OpenAI raising money from Microsoft and spending it on Microsoft servers, or Nvidia backing CoreWeave debt for GPU purchases, are not signs of a bubble but rather indicate t…

China blacklisted 56 American companies in retaliation for Washington's export controls on Anthropic's AI models, escalating the AI trade war into a mutual conflict. Anthropic revealed the trigger for…