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Musk's bold claim suggests SpaceX could spend huge sums on data centers.

Both DIVO and JEPI hand you a monthly paycheck funded by covered calls on blue-chip stocks, but one of them has been quietly compounding your principal while the other trades that growth away for a fatter yield.

Iren is starting to make money from its Microsoft deal, and that will make it less reliant on issuing corporate bonds.

Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.

The artificial-intelligence boom is sold to investors as one of the broadest technology shifts in decades. And a shockingly substantial part of the answer may lie with just two corporations, says Steve Eisman. The investor best known for betting against the U.S. housing market before the financial ...

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.

Investing.com -- Artificial intelligence is more likely to replace individual tasks than entire occupations, limiting the risk of widespread job destruction, BofA Global Research said in a report examining employment across 206 US industries.

In August 2026, JFrog reported Q2 results showing revenue rising to US$163.77 million with a sharply smaller net loss, while also issuing higher full-year revenue guidance and highlighting accelerating demand for its cloud and security offerings amid AI-driven software development. JFrog’s upcoming swampUP 2026 conference in New York, featuring security and AI leaders from Anthropic, Microsoft, NVIDIA and others, underlines its push to position the platform at the center of securing AI-era...

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Vertiv (VRT) and Broadcom (AVGO), as companies continue to invest heavily in their AI futures.

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.

This data-software powerhouse is delivering leading growth, but the market is already charging a leading price for the privilege.

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.

Vanguard swapped the benchmark powering one of the most popular growth ETFs on the market, and most holders never saw it coming. What looks like a paperwork formality could quietly reshape which companies sit inside your portfolio over time.

In recent days, Informative Research announced it joined Fair Isaac’s FICO Mortgage Direct License Program while Alogram Inc. made its fraud intelligence suite available through FICO Marketplace, broadening access to FICO Scores and AI-driven decisioning tools for lenders and enterprises. Together, these moves expand the reach of FICO’s platform and mortgage ecosystem, potentially deepening client integration by embedding FICO-powered scoring and fraud insights more directly into lending...

Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo

Adobe shed nearly a third of its value from peak to trough as Wall Street declared its creative empire vulnerable to generative AI, but a string of record earnings and a tripling of AI revenue are forcing a rethink of that verdict.

Denise Dresser exited after eight months and Brad Lightcap after eight years, while OpenAI’s foundations start to look shaky.

Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The deployment is designed for hyperscale AI workloads and forms part of Microsoft’s buildout of next generation cloud infrastructure. IREN has received NVIDIA Exemplar Cloud status in connection with the project, alongside a sizable financing package to fund the build. Consider broadening your research to other companies building AI...

Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp.

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative ...

What the options market has priced into Intuit is not a direction but a range wide enough to change how big a position should be.

Apple's Services segment just posted a record quarter while Siri AI prepares to reach 2.5 billion active devices, and the combination is forcing a serious reassessment of where this stock goes over the next 12 months.

Yahoo Finance Market and Data Editor Jared Blikre and Senior Business Reporter Ines Ferre join the Executive Editor Brian Sozzi on the Opening Bid panel to preview Nvidia's (NVDA) upcoming earnings and assess what could be next for stock in the weeks ahead.

Salesforce spent most of 2026 in freefall while the broader market rewarded every AI story except its own, but something shifted recently and now one major Wall Street bank is changing its tune in a big way.

A low correlation to the index says the return is genuinely its own, while its behavior on the market's down days says it has not softened them.

Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building.

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 […]