Goldman Sachs and Morgan Stanley released divergent revenue forecasts for SpaceX after its IPO quiet period ended, with a $1 trillion valuation gap driven by differing assumptions about AI monetizatio…
UiPath shares rebounded 15% over five days, lifting market value toward $6bn, after the automation firm reported its first-ever first-quarter GAAP operating profit of $28mn on revenue of $418mn, drive…
London-founded MDOTM raised $27 million in growth-equity funding led by Expedition Growth Capital to scale its AI platform Sphere, which automates portfolio management and client reporting for banks a…
AI providers face mounting operational pressures as infrastructure costs soar, with OpenAI expecting $600 billion in compute spending by 2030 and major tech firms potentially spending $630 billion on …
Alphabet's market capitalization surged by $2 trillion to $4.3 trillion, making it the second-most valuable company globally, driven by investor confidence in its AI capabilities. However, the stock h…
ITG Inc., an Oaktree-backed infrastructure builder, raised $312.2 million in its Nasdaq IPO but priced shares at $16, below the $19-$22 range, as investors discounted the company despite the AI infras…
MDOTM Ltd. raised $27 million in growth equity led by Expedition Growth Capital, bringing total funding to $36.5 million. The company's AI platform Sphere now supports over $100 billion in assets acro…
Morgan Stanley forecasts US investment-grade corporate debt issuance will reach $2.2 trillion to $2.46 trillion in 2026, driven by massive AI infrastructure spending from tech giants. The bank estimat…
MDOTM Ltd., a provider of AI-driven investment solutions, raised $27 million in a growth equity round led by Expedition Growth Capital. The company serves over 60 financial institutions and will use t…
The Nasdaq Composite lost over $1 trillion in market value in late June 2026, sparking bubble fears as AI-related corporate borrowing could exceed $500 billion by year-end and the S&P 500's price-to-s…
Micron Technology and SanDisk stocks have surged over 200% as AI-driven demand for high bandwidth memory and NAND flash creates a global shortage, with Micron up 550% to a $600B market cap and SanDisk…
Sen. Mark Warner introduced a draft bill that would create a federally vetted list of AI agent providers, allowing users of large online platforms to choose secure and trustworthy agents. The Federal …
US IPOs and share sales hit a record $251 billion in the first half of 2026, driven by SpaceX's $86.2 billion listing and Alphabet's $85 billion fundraise. AI infrastructure spending is fueling demand…
OpenAI is considering delaying its initial public offering until 2027 to achieve a $1 trillion valuation, according to a Bloomberg report. The delay has caused SoftBank's shares to drop 13% and affect…
Sophon PFG-1, a monolithic-3D AI ASIC with 330 GB of on-die DRAM and no HBM, delivers 2,100 TFLOPS BF16 and 4,200 TFLOPS FP8 on a 750 mm² die, achieving up to 174× the tokens-per-watt of NVIDIA Rubin …
Chinese stocks are expected to extend gains in the second half of 2026 as resilient exports and recovering producer prices support economic growth, with brokerages forecasting 10-15% earnings growth f…
NVIDIA raised $25 billion in investment-grade bonds on June 15, 2026, drawing $85 billion in orders, its first debt issuance since 2021. The company reported $216 billion in fiscal 2026 revenue and $4…
SpaceX filed its S-1 IPO prospectus in May 2026, triggering a wave of tech listings. Anthropic and OpenAI confidentially filed their own draft prospectuses on June 1 and June 8, respectively, aiming f…
Tesla's Q2 delivery consensus of 406,024 units confirms a shift in focus from vehicle deliveries to AI and energy projects, with the Robotaxi initiative taking priority. Analysts surveyed by 22 firms …
Steve Eisman, the investor famous for shorting the housing market before the 2008 crash, warns that investors are buying the wrong AI stocks. He criticizes SpaceX's valuation at over 100 times revenue…