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Anthropic PBC is telling prospective investors its second-quarter revenue jumped at least 14-fold versus the same period a year ago, according to documents seen by Bloomberg News.
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.
Major US banks Morgan Stanley (NYSE: $MS) and JPMorgan (NYSE: $JPM) increased their holdings of cryptoinvestment pr...
Morgan Stanley has adopted a more constructive stance on U. S.
The move followed SanDisk's investor day, where the company outlined new financial targets for the next three years.
Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shi
Cerebras stock crashes after earnings, but Wall Street sees long-term AI upside
Virgin Galactic said its spaceship is expected to enter commercial service in February 2027, compared to the previous target of the fourth quarter of 2026.
Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker’s biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom.
There is a number making the rounds on Wall Street right now that would have seemed disconnected from reality 12 months ago: a $600 price target for a company that went public at $135 in June and briefly fell below that listing price within weeks of trading. That kind of number does not get ...
SpaceX just dropped $60 billion on an AI coding firm, and analysts are starting to wonder if that single acquisition rewrites the entire bull case for the stock. The space story is real, but the bigger opportunity hiding inside SpaceX has nothing to do with rockets.
Zerohash has fallen short in its quest to secure a U.S. Trust Bank Charter.
Goldman's NEOS deal adds $30B in options-based ETFs, strengthening its push into fast-growing active ETF and income strategies.
MS is expanding its crypto strategy with Ethereum and Solana ETPs, adding staking and broadening its digital-asset platform.
The bank maintained its Overweight rating after a strong quarter, but 65 million additional fully diluted shares reduced the value assigned to each share.
Overweight maintained as the broker calls the margin ramp increasingly credible
The recent weakness in artificial intelligence high-flyers has investors rotating into the less glamorous corner of the market: financial stocks.
Wealth managers are cutting fees and hiring staff around Silicon Valley in a rush to win over workers at OpenAI and Anthropic before their initial...
Shein Global Holdings Ltd. plans to start taking investor orders for its long-awaited Hong Kong initial public offering as soon as Aug. 20 and debut in the city around Aug. 28, according to people familiar with the matter.
Lumentum stock surges after 109% revenue growth and bullish outlook
Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 3.9% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight and set a $69 price target. The firm said it had been “on the wrong side” of the enterprise hardware trade and now sees a stronger setup for HPE’s server business. Morgan Stanley’s shift rests on pricing and order strength. Hardware refresh cycles, customers pulling spending forward, and AI-related demand are supp
BAC plans to acquire MDSec to strengthen cybersecurity, adding 65 specialists as AI and digital banking raise cyber risks.
Bank of America, Morgan Stanley, and JPMorgan Chase have pledged billions to invest in critical infrastructure including AI hardware.
Can Bank of America's diversified banking franchise and lower valuation offer a compelling edge over MS despite Morgan Stanley's strong ROE and market exposure?
Could GS's M&A leadership, record investment-banking backlog and AI push fuel further growth? Let us find out.
A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.
Some names to play for 'chipflation'.
Morgan Stanley (NYSE:MS) has launched the U.S. Innovation Infrastructure Initiative, targeting approximately US$1.5t in capital to support American growth. The program focuses on long term capital raising and investment tied to U.S. economic and national security priorities. The initiative is designed to increase Morgan Stanley's role in core U.S. infrastructure and innovation sectors. To put this move in context, it is worth looking more broadly at companies tied to critical U.S. power and...
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