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As per The Kobeissi Letter, the S&P 500's net profit margin is on track to surge to 15.7% for Q2 2026, the highest since 2009.
(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A
This year’s stock rally has withstood war, inflation and uncertainty surrounding the tech sector’s massive artificial-intelligence investments. The question now is: Have investors finally reached their limit? Major stock indexes have posted healthy gains this year.
Nvidia is in talks to provide a roughly $250 billion financing for OpenAI as part of a massive data center project, The Wall Street Journal reported on Sunday. The guarantees from Nvidia would help the ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, the newspaper said, citing people familiar with the matter. Nvidia, OpenAI and U.S. Commerce Department did not respond to requests for comment outside regular business hours.
Both stocks are cheaper than the S&P 500.
Microsoft stock has struggled this year.
Every powerful technology eventually reaches the same argument. Somebody has to decide whether the thing gets handed out or locked up. Encryption had that fight in the 1990s, when the federal government classified strong cryptography as a munition and tried to keep it away from ordinary people. ...
This is a huge earnings week, with nearly a third of S&P 500 companies reporting. The Fed is expected to hold rates steady after its confab ends Wednesday, and we’ll see key inflation data on Thursday.
Artificial intelligence is fueling the American economy right now. But so much of the spending around AI is one massive bet – and many on Wall Street are worried about whether the payout will materialize. Fareed asks Satya Nadella, CEO of Microsoft, about the potential bubble and AI competition.
Markets face the week's most consequential moment Wednesday at 2:00pm when the Federal Reserve announces its rate decision and Fed Chair Kevin Warsh holds his first post-decision press conference, setting policy direction.
The pure plays are so risky that it makes sense to consider investing in their suppliers instead.
Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.
Hyperscaler cash levels will be a key focus in the coming week as Apple, Amazon, Meta and Microsoft report.
Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.
Earnings reports from four of the world’s largest tech companies, a decision on interest rates, and key economic data releases will be in focus this week.
Jensen Huang has been one of the most prominent voices in technology for years, but he had never once posted on X (the former Twitter). On July 24, he did. What he chose to say with his first-ever post on the platform says a lot about the fight now underway over who controls the future of AI. Huang ...
Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.
Here's a comparison of the two tech and AI giants.
3M (NYSE:MMM) announced a new partnership with Microsoft to deploy its Expanded Beam Optical technology in Azure data centers. The collaboration also includes 3M using Microsoft's AI tools to support its own enterprise transformation. This agreement places 3M's material science at the center of emerging AI and data center infrastructure build outs. For investors watching 3M, this partnership with Microsoft highlights how the company is positioning its core material science capabilities in...
The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...
A running look — in reverse chronological order — at the bigger tech companies that have announced significant layoffs this year with AI as a stated factor.
Uranium spot prices powered Phase 1 of the nuclear trade, but reactor restarts, hyperscaler power deals, and SMR permits are rewriting the rules for what comes next, and the three ETFs built to capture it play very different hands.
Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises a pointed question about whether Wall Street has mispriced one of the most dominant growth stories in tech ahead of its July 29 earnings report.
Microsoft must deliver on two fronts or risk another sell-off.
DGRW yields just 1.3% and counts NVIDIA as its top holding, which raises a fair question about whether this fund actually delivers reliable income or just rides mega-cap momentum with a monthly distribution attached.
Artificial intelligence needs electricity; these high-yield energy companies are helping to provide it.
Drive past enough American commercial real estate and you start to notice the second acts. The bowling alley that became a church. The Sears that became a self-storage warehouse. Somebody put up the building for one reason, the reason expired, and the concrete found a new job. That pattern is not a ...
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