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The data center operator's latest spate of news items confirmed both its upside potential and its lingering risks.

The Kiplinger Letter’s argument is uncomfortable for anyone overweight artificial intelligence: almost none of the GDP growth Washington has been celebrating actually came from AI. The mechanics are counterintuitive. When hyperscalers buy NVIDIA chips manufactured by TSMC in Taiwan and servers assembled overseas, that spending lands in the import column, which subtracts from GDP. The ... The Kiplinger Letter Says Almost None of the GDP Growth Washington Is Celebrating Actually Came From AI and f

Cerebras Systems stock exploded after its IPO debut as investors rushed into the company's massive growth and $24.6 billion backlog story.

Nvidia earnings report is expected to be the main event for tech investors this week.

Nvidia earnings report is expected to be the main event for tech investors this week.

Nvidia earnings report is expected to be the main event for tech investors this week.

The agency plans to round up any fraction of an inch for several of its services, part of a wave of changes set to impact package shippers on July 12.

It’s a quite week on the earnings front, but all eyes will be on Nvida who are due to report on Wednesday after the closing bell. Other big names reporting this week include Walmart, Home Depot, Target and Baidu.

Investing.com -- Citi lifted its price targets on Intel and AMD and introduced a new server CPU total addressable market (TAM) model that forecasts the segment could grow by 35% from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by surging demand for agentic AI applications.

US equity investors will remain focused on President Donald Trump's attempts to force Iran to reopen

Baidu stock was rising even as the Chinese internet company’s profit tumbled, with the focus on AI progress.

U.S. stocks offer the lowest dividend yields since the dotcom bubble in 2000. The yield on the Datastream index of the top 1,000 or so U.S. stocks compiled by LSEG hit 1.077% on Thursday, briefly dipping below the 1.078% level it hit in September 2000, amid the technology, media and telecom bubble.

June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran.

Retail earnings to offer glimpse at household spending, NextEra-Dominion tie up would capitalize on AI power boom, the Warsh era begins, and more news to start your day.

Samsung Electronics and its labour union plan to hold more talks on Tuesday in a bid to avert the biggest strike in the tech giant's history, amid concern that a walkout by more than 45,000 ‌workers could hit South Korea's economy and disrupt global supply chains. The threatened 18-day strike starting on Thursday comes amid an acute global shortage in ‌memory chips, which are essential components in AI data centres, smartphones and laptops. The shortage has fueled soaring profits at Samsung and its peers in recent months.

May 18 (Reuters) - U.S. stock index futures edged lower on Monday as rising Treasury yields and oil prices weighed on equity markets, while investors awaited key earnings from Nvidia and Walmart later

(Bloomberg) -- Global bond yields hovered near multiyear highs as rising energy prices stoked inflation concerns. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimWhile the moves were subdued compared with the rout that swept markets

By Nick Carey LONDON, May 18 (Reuters) - Ford will launch seven new models in Europe by 2029, it said on Monday, as it seeks to revive its flagging passenger car sales, fight off fierce competition

By Haripriya Suresh and Shivansh Tiwary BENGALURU, May 18 (Reuters) - Global capability centres in India are being measured while hiring as companies are wary about the impact of geopolitical

(Bloomberg) -- Treasuries fluctuated in early US trading as a selloff in global bond markets eased and investors watched for any signs of progress in the talks between the US and Iran. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict Him

With AI cloud competition heating up, this company that used to own Russia’s biggest search engine is making its case.

Starting next month, passengers catching morning flights out of Boston Logan International Airport will be able to go through a Transportation Security Administration screening outpost in Framingham, Mass., rather than a terminal. Shuttle buses will then whisk them roughly 25 miles to the airport, where they will be dropped off beyond the security checkpoint, avoiding crowded parking lots, chaotic curbsides and flight check-in queues. Passengers will be able to check in and drop their bags at the remote terminal in Framingham, housed in a newly constructed temporary building.

With AI cloud competition heating up, this company that used to own Russia’s biggest search engine is making its case.

Chinese electric vehicle maker Xpeng said ‌on Monday it had ‌begun mass production of its first ​robotaxi at its Guangzhou headquarters, targeting fully driverless operations by early 2027. The Tesla rival is accelerating ‌its shift ⁠toward driverless vehicles and humanoid robotics as competition ⁠intensifies in the world’s largest auto market. The new robotaxi, ​built on ​Xpeng's GX ​platform, is China’s ‌first "production-ready, pre-assembled robotaxi model developed entirely with in-house technologies," the company said.

The Chinese search-engine operator recorded another sharp profit drop and a fourth straight quarter of revenue declines.

The period spans from when tariffs were imposed under the IEEPA to the US Supreme Court’s ruling that the law did not give President Trump authority to impose them.

In a nondescript building on Kirtland Air Force Base on the high desert of New Mexico, liquid-cooled supercomputers gurgle and hum their way through some of the most complex math problems the U.S. government seeks to solve: simulating how hypersonic nuclear weapons would ‌move through the earth's atmosphere, or what would happen if one nuclear warhead detonated near another. For more than a decade, the chips handling this secretive and demanding work ‌came from mainstream semiconductor firms like Nvidia or Advanced Micro Devices. But with those companies increasingly designing their chips for artificial intelligence and facing supply shortages, the managers in charge of the systems at Sandia National Laboratories, which operates ​the machines at Kirtland and is one of three U.S. labs tasked with developing and maintaining the nation's nuclear weapons arsenal, are increasingly unsure how they will find computing power for high-precision scientific work like theirs.

Buying Nvidia stock just before quarterly results has historically produced modest short-term gains, but the longer-term picture has been much stronger.

This is nightmare fuel for a historically expensive stock market that had already priced in additional rate cuts.

U.S. ‌President ‌Donald Trump said ​he "should have asked for ‌more" ⁠of a stake ⁠in ​Intel ​on behalf ​of ‌the U.S. government, in an interview ‌with ​Fortune ​magazine ​published ‌on Monday. (Reporting ​by ​Ananya Palyekar ​in ‌Bengaluru; Editing ​by Alex ​Richardson)