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Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.
Alibaba Group Holding’s open-weight models have accumulated more than 3 billion global downloads in the past six months, eclipsing Meta Platforms Inc., Alphabet Inc. and domestic peers to become the world’s No. 1 artificial-intelligence model.
CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.
Gold recent rally is mostly due to five big buyers: four central banks and Tether, a company that deals in cryptocurrency. Tether is buying for the very reasons that central banks are—to diversify its holdings and hedge against inflation and significant dollar weakness, which Tether’s crypto stablecoin USDT is pegged to. In the first half, Tether bought more than 27 metric tons of gold—matching Kazakhstan.
Institutional investors pulled back slightly from key stock market segments such as semiconductors, AI infrastructure and megacap technology companies during the second quarter, with few big bets in either direction, U.S. Securities and Exchange Commission filings show. A Reuters analysis of quarterly 13F filings from 6,371 pension funds, hedge funds, wealth managers and other institutional investors reveals a narrow gap between the number of investors increasing their positions and those reducing them, but in many cases the gap swung slightly negative. Nearly 44% of filers reviewed trimmed their holdings of the Magnificent Seven group of megacap tech firms such as Microsoft and Meta Platforms, while 42% initiated or expanded their holdings of this group.
Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced Micro Devices and SpaceX during the second quarter, according to regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • It trimmed its Microsoft stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million shares.
Anthropic's investors are penciling in a $2 trillion October IPO that would shatter every record in stock market history, and the revenue growth backing that number is genuinely jaw-dropping. But one overlooked pattern in mega-cap listings suggests the opening bell could be the worst time to buy.
Aug 14 (Reuters) - U.S. stock index futures were subdued on Friday, a day after the S&P 500 closed at a record high, as rising crude prices after the latest developments in the Middle East kept
Pershing Square (NYSE:PS) held its first earnings call as a public company, with Chairman and CEO Bill Ackman emphasizing the firm’s strategy of generating growth through the compounding value of its existing investment portfolios while selectively launching new vehicles. Ackman said the firm’s per
Newsmax Inc (NMAX) reports record Q2 revenue of $54.1 million and net income of $2.9 million, driven by surging affiliate fees and international licensing growth.
Reddit Inc. will join the S&P 500 next week as part of an off-cycle change, S&P Dow Jones Indices said Thursday, sending the social networking platform’s shares surging more than 10% after the bell.
By Avinash P and Purvi Agarwal Aug 13 (Reuters) - The S&P 500 climbed to an intraday record high on Thursday, powered by advances in semiconductor and other heavyweight technology stocks, as a retreat
Jeff Bezos filed a Form 144 with the Securities and Exchange Commission on Aug. 3, proposing to sell up to 15 million Amazon shares worth approximately $4.07 billion. Within the same week, Sky Sports reported that Bezos had joined a consortium closing in on a deal for a roughly one-third ...
Nebius just tripled in 2025 and then surged another 34% in a single session, leaving investors who missed it facing a brutal choice between chasing a vertical spike and watching a high-growth AI cloud story potentially run without them.
By Gopika Gopakumar MUMBAI, Aug 13 (Reuters) - India's financial sector has seen several major deals since last year, including rare transactions involving foreign banks and financial institutions
Revenue grows 5% but PAT margin slumps to 1.8% amid heavy marketing spend and soft discretionary demand.
Shares in on-site power provider ERock soared nearly 23% on Wednesday after the company said that Anthropic had placed a big order. ERock, which sells natural-gas power systems to data centers and others that need on-site power or backup generation, said Anthropic was ordering 470 megawatts of equipment. ERock also said it had started construction on a 366-megawatt generation facility for El Paso Electric, which will support a Meta Platforms data-center campus.
Meta Platforms (META) is set to go to trial in California federal court over claims that it made Fac
(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak
By Diana Novak Jones Aug 12 (Reuters) - Meta Platforms will face a coalition of state attorneys general in a California federal court trial beginning on Wednesday over claims it engineered Facebook
Aug 12 (Reuters) - Meta Platforms, Google's YouTube, TikTok parent ByteDance and Snap Inc are facing thousands of lawsuits brought by states, school districts and individuals alleging they
Meta Platforms will face a coalition of state attorneys general in a California federal court trial beginning on Wednesday over claims it engineered Facebook and Instagram to be addictive to children, a case that could expose the company to massive damages and force it to make sweeping changes to its platforms. The trial in Oakland, expected to last seven weeks, will test Colorado, Kentucky, California and New Jersey's allegations that Meta designed its platforms to keep young users hooked and misled consumers about their safety. It will also address claims by 29 states that the company illegally collected and used children's data in violation of federal law.
(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Air India Pilot Tests Positive for Drugs After Mid-Air Drop
An appeals court ruled more than 3,000 lawsuits against Meta, Google, TikTok and Snapchat over addictive design claims targeting youth can proceed.
The company is giving its most powerful AI models away while spending as much as $145 billion this year. How does that add up for shareholders?
Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results.
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