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"Big Short" investor Steve Eisman has begun partially hedging four artificial intelligence positions, a shift from August, when he said he was not shorting the trade, citing the industry’s dependence on OpenAI and Anthropic. "I’ve played ball too. I’ve invested in these companies," Eisman said on Prof G Markets. "I’ve
Nvidia Corp. (NASDAQ: NVDA ) CEO Jensen Huang says the artificial intelligence infrastructure boom will eventually produce more computing capacity than the market needs, but he doesn’t expect that turning point for another two to three years. Asked by Ezra Klein whether today’s AI boom could follow the dot-com era, whe
Artificial intelligence companies may be building far more compute than it ultimately needs, according to Tyler Saltsman, CEO of EdgeRunner AI. The compute being built is “a little overkill,” Saltsman told. “I think what will happen is AI will become too expensive, and all of this data center demand will start to drop.
OpenAI and Anthropic staff privately questioned whether oversight matched their models' growing capabilities OpenAI and Anthropic disclosed agents breached outside systems, sometimes unnoticed for months IPO ambitions and fundraising prospects helped sustain the breakneck release cycle By Greg Bensinger and Deepa Seeth
U.S. stocks fell on Thursday after August producer price data and surging oil prices stoked worries the Federal Reserve will hike rates next week, while rising Treasury yields made stocks less attractive. Heavyweight chipmakers also lost ground.
Barclays raised its year-end S&P 500 target to 7,950 from 7,800 and lifted its 2026 EPS forecast to $365 from $337, citing stronger earnings and continued AI spending.
Federal Reserve data show U.S. commercial and industrial loans at $2.933 trillion in the week ended Aug. 19, up 10% year over year and the fastest annual pace since March 2023.
IREN Limited stock rises driven by sector momentum following quarterly earnings from Neocloud peers
AI sector surges after Situational Awareness resolution
One of Wall Street’s most quoted tech analysts, Dan Ives may no longer be issuing price targets in his new role — but he’s still shaping the narrative. His latest focus: SpaceX’s long—term vision after its first earnings report as a public company. Long-time stock analyst Dan Ives may not be providing analyst notes and
Semiconductor Rally Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE: SOXL ). Note the following: Semiconductors are the leading sector that drove the stock market higher. SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows a massive rally in semiconductors yest
Credit-default swaps, the derivatives synonymous with the 2008 financial crisis, are becoming Wall Street’s preferred system for dealing with the rampant artificial-intelligence spending boom. As hyperscalers tap out their cash flows and increasingly reach into the debt market, investors are paying for protection again
NVDA still going +2.8%
Retail investors talked up five hot stocks in this truncated week (June 29 to July 2) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, listings, AI infrastructure momentum, and corporate/geopolitical news flow. Meta Platforms Inc. (NASDAQ: META ), Palantir Technologies Inc. (NASDAQ: PLTR ), Micron T
The hottest trade of 2026 is showing cracks. Semiconductors, the year’s defining momentum bet, have reversed hard in two sessions with the sector benchmark — the iShares Semiconductor ETF (NASDAQ: SOXX ) — plunging 12.9%. • What is going on now with SOXX shares? The reading marks the sharpest two-day decline since Marc
Marvell Technology Inc. (NASDAQ: MRVL ) stock fell about 2% in Wednesday premarket trading as investors took profits in high-growth semiconductor stocks amid a weaker broader market. Nasdaq futures were down 0.44%, while S&P 500 futures slipped 0.19%. The move appeared to reflect broader risk-off sentiment as traders l
Palantir Technologies Inc. (NASDAQ: PLTR ) stock rose more than 4% on Monday as investors welcomed the company’s expanding artificial intelligence initiatives, including a new deployment with NVIDIA Corp. (NASDAQ: NVDA ) and an expanded commercial partnership with Surf Air Mobility Inc. (NYSE: SRFM ). Palantir Expands
NVIDIA Corp. (NASDAQ: NVDA ) stock traded higher Monday as investors returned to large-cap technology stocks. The Nasdaq gained 1.43%, while the S&P 500 advanced 1.32%, supporting demand for AI-related names. Monday’s move appeared to be driven by broader market sentiment rather than company-specific news. Investors ro
Asian markets experience volatility amid concerns over memory pricing power, leveraged retail investors, and currency fluctuations, with Kospi and Nikkei showing mixed performance
Apple CEO Tim Cook told the Wall Street Journal this week that the iPhone maker plans price increases on its products due to the ongoing memory shortage. The disclosure underscores the widespread impact of the memory crisis, as Apple is typically able to exert its market control to manage costs. "Even Apple can't be sa