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NBIS expands its U.K. AI footprint with NVIDIA-powered infrastructure at Vantage's Newport campus, supporting diverse AI workloads.

Salesforce gains agentic AI traction as Agentforce adoption rises, leveraging its CRM base to challenge Microsoft and Oracle in enterprise AI.

Natural gas prices could triple in some parts of the U.S., which could saddle hyperscalers with massive bills to power their AI data centers.

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]

Alphabet made a quiet nine-figure bet on a rocket company that Wall Street once dismissed as a billionaire's vanity project, and what happened next rewrites the rulebook on how big tech actually builds long-term wealth.

Every other hyperscaler is renting part of the AI chain, and one company quietly built the whole thing from the silicon up. The question is whether the market has figured that out yet.

Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time sounds nothing like 2022.

A recent Cloudera report highlights significant challenges enterprises face in implementing AI projects, with 95% having delayed or canceled initiatives due to infrastructure limitations. The survey findings, from over 1,500 IT architects, indicate a widespread need for overhauling legacy data architectures to support scalable and secure AI across hybrid environments. This shift, termed "The Great AI Re-Architecture," underscores the increasing complexity of data governance and the ongoing...

Steve Eisman says OpenAI and Anthropic drive 70% of Big Tech AI revenue, and cheap Chinese models could threaten it.

Both companies are in a heated race to build out AI computing capacity.

During an interview with CNBC, Ives said this shift from capital expenditure to monetization is an inflection point in the AI revolution.

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

Applied Materials forecast fails to dazzle, White House to crack down on tariff evasion, the shipping world is in chaos, and more news to start your day.

Microsoft has quietly shuttered branches, pulled hardware production, and cut hundreds of jobs across China, yet its spokesperson insists the company has no plans to exit. The reason it keeps one foot firmly planted reveals how a shrinking presence can still be a profitable one.

Investors are reaching for more risk — and getting paid for it.

CoreWeave and Nebius Group are riding explosive AI infrastructure demand, huge backlogs and expanding margins as NVIDIA's newest chips drive growth.

The Magnificent Seven have been mostly poor performers this year.

In August 2026, Stride, Inc. reported fourth-quarter and full-year results showing higher annual revenue of US$2.52 billion and improved profitability, extended its share repurchase authorization through October 2027, and confirmed it is actively evaluating acquisitions alongside ongoing buybacks. The appointment of Robert E. Knowling Jr. as CEO, combined with strong growth in career learning programs and continued capital returns, signals a renewed emphasis on both educational outcomes and...

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

These new futures contracts would allow investors to hedge and speculate on the cost of renting chips that machines need to train and run AI models.

Chevron has delivered a strong 154.0% return over the past five years, yet both a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a discount to those valuation checks. Over the last 5 years Chevron has returned 154.0%, which puts fresh focus on whether the current price still leaves room compared with its intrinsic value estimate. Chevron's growing role in powering AI data centers through projects like its long term Microsoft...

PC prices are climbing again. Microsoft just hiked Windows licensing fees by up to 10%, and it's stacking right on top of pricier memory and CPUs.

In recent weeks, a stream of partner announcements has brought new exclusive products and wellness offerings to Walmart stores and Walmart.com, while the retailer also prepares to report its second-quarter earnings on August 20, 2026. These launches, alongside expanding health, frozen meals, pet treats, and safety categories, highlight Walmart’s effort to broaden its appeal to families across both physical and digital channels. We’ll examine how this earnings countdown, coupled with...

Investors don't care as much about spending with a clear return on investment in sight.

Cloud computing refers to the on-demand seamless access of computing resources such as servers, storage, databases, networking, software, analytics, and intelligence over the Internet (the cloud) on a pay-per-use pricing model.

Its operating margin is a fraction of the market's while its net margin sits above the market's, which is where the earnings comparison stops being about the business.

What changed against expectations was pricing power rather than the revenue line, and the open question is how fast scale turns into margin against the cost of the debt behind the build.

VGT holds hundreds of technology stocks, but the number of holdings tells a very different story than where your money actually ends up. Before putting a quarter million dollars into this fund, there is a concentration question most investors never think to ask.

Fidelity Contrafund built a legendary reputation by zigging while Wall Street zagged, but managing $157.8 billion forces some uncomfortable questions about whether a fund this massive can still bet against the crowd without becoming it.

By Jamie McGeever ORLANDO, Florida, Aug 13 (Reuters) - Stocks and bond prices rose on Thursday, with the S&P 500 barreling to a fresh high, as investors cheered another relatively benign snapshot of