Morgan Stanley says it's time to buy the dip in AI infrastructure stocks, highlighting 13 US AI power infrastructure stocks including two 'standout' energy storage plays. Analyst Stephen Byrd wrote th…
Wall Street forecasters say the next winners in the stock market will be AI adopters—companies that have enhanced productivity through artificial intelligence—as the market rotates away from Big Tech.…
Economist Nouriel Roubini, known as 'Dr. Doom' for predicting the 2008 financial crash, said in a July 17 interview that artificial intelligence and robots will replace a large share of the workforce …
BlackRock raised US$12.5 billion in debt for a Meta Platforms data centre project in Texas, with the 2048 note pricing at a yield premium of 2.875 percentage points over 10-year Treasury yields. The d…
Bonds tied to a Meta Platforms Inc. data center project in Texas, sold by BlackRock Inc., rallied in early trading on Monday before formal pricing, signaling stronger demand than initially appeared fo…
Morgan Stanley says investors assign 'zero or even negative' value to SpaceX's AI business, warning that many remain unconvinced Grok and Cursor justify billions in AI spending. Analyst Adam Jonas wro…
SK Hynix Inc.'s American depositary receipts slumped as much as 10% to a low of $139.01, breaking below the $149 IPO price from July 9, as investors dump semiconductor stocks amid AI infrastructure sp…
Morgan Stanley head of digital asset strategy Amy Oldenburg said agentic AI trading will not be 'black and white,' offering a nuanced view of the technology's future in crypto markets.…
Morgan Stanley strategists led by Michael Wilson said US companies integrating artificial intelligence are poised for stronger profit margins this earnings season, with about 100 basis points of net-m…
Google has confirmed that its upcoming Pixel 11 phones will cost more due to a sixfold surge in RAM costs driven by AI data centre demand, with VP Shakil Barkat saying the entire Pixel family will see…
Nearly two-thirds of all tracked AI job postings specifically build or run agents, according to Get Ready For Agents' live indexes covering 216 companies actively hiring for agent roles from a tracked…
Tech firms are racing to build colossal supernode clusters for next-generation AI, shifting competition from stand-alone chip specifications to interconnects, memory sharing, and system reliability, a…
BlackRock has seen weaker-than-usual demand for a US$12.3 billion corporate bond sale tied to a Meta Platforms data centre project in Texas, with final demand reaching US$20 billion, or about 1.6 time…
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…
Morgan Stanley analyst Adam Jonas said SpaceX shares could fall to $100 as post-IPO lockup restrictions lift, a price at which the bank's sum-of-the-parts analysis assigns zero value to the company's …
Shanghai humanoid robotics firm AgiBot kicked off its Hong Kong IPO process on July 24, 2026, targeting a valuation between HK$40 billion and HK$50 billion ($5.1 billion to $6.4 billion). The three-ye…
Google confirmed that the upcoming Pixel 11 series will see price increases due to a severe supplier-driven RAM memory crisis, with Vice President Shakil Barkat citing a sixfold rise in memory costs f…
SpaceX shares trading near $100 would imply investors assign zero value to its artificial intelligence business, according to Morgan Stanley analysts. The stock has fallen 18% below its June IPO price…
BlackRock is attempting to raise more than $12 billion in bonds to build a 1-gigawatt AI data center campus in El Paso, Texas, with Meta Platforms holding a 20% equity stake and leasing capacity. Bond…
BlackRock is raising $12.3 billion in bonds through Project Sopaipilla Holdings to build a 1-gigawatt data center campus in El Paso, Texas, with Meta as the anchor tenant. JPMorgan Chase and Morgan St…