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Baron Financials ETF underperformed benchmarks in Q2 2026 due to low bank exposure and AI disruption fears in software holdings. Despite headwinds like the US-Iran conflict, the fund maintains a posi…
Apollo disclosed a cyber breach shortly after reaching $1 trillion in AUM. Despite this headwind, strong Q2 metrics were highlighted alongside a landmark $35 billion private credit financing arranged…
Nvidia invested in Cloverleaf Infrastructure to address AI power bottlenecks, signaling a long-term strategic move to secure future revenue. Despite current valuation upside and this proactive infras…
Payments giant Stripe agreed to acquire AI routing startup OpenRouter for over $8 billion. This strategic move deepens Stripe's commitment to the growing AI industry and follows a recent $113 million…
Nvidia announced a $1.5 billion investment in SB Energy for an Ohio data center campus hosting OpenAI. The deal secures up to 8 GW capacity, potentially unlocking $150B to $200B in revenue per hardwa…
Alphabet's Gemini AI hit 1B monthly users, secured a major Ryanair enterprise deal, launched Pixel 11 with deeper AI integration, and expanded grid infrastructure via Form Energy partnership. Austral…
Mixed U.S. futures ahead of critical CPI data and amid Strait of Hormuz tensions. NVDA surges on Jensen Huang's AI data center partnership mobilizing $500B+ in private capital from major Wall Street …
Microsoft faces rising capital costs for Azure and AI infrastructure, pressuring gross margins despite strong demand. Management’s outlook forecasts a slight operating margin decline by fiscal 2027, …
US GDP growth missed expectations at 1.5% in Q2, but a surge in consumer spending and AI-related business investment signals underlying strength, supporting a bullish outlook for the dollar and tech …
Markets react to mixed tech earnings and a cautious Fed hold. Microsoft (MSFT) rallies on strong cloud/AI growth, while Meta (META) sinks on increased spending and soft guidance. The Fed is paused am…
Alphabet beat Q2 estimates with 24% YoY revenue growth and accelerating Cloud growth (82% YoY), but raised capex guidance to $195-205B, sparking near-term margin concerns despite strong AI-driven fun…
Blackstone reported strong Q2 earnings driven by AI infrastructure investments, beating expectations. However, the CEO warned of potential 'exuberance' and risks in the AI sector, while Blackstone's …
Nebius Group is investing £1.7 billion in UK AI infrastructure using Nvidia technology, intensifying competition in the cloud sector. Meanwhile, Microsoft continues to scale its global Azure footprin…
Alphabet is transitioning its search model to AI-driven, conversational answers via Gemini. While this shift threatens traditional ad-traffic models and industry publishers, Alphabet's infrastructure…
Geopolitical tensions in the Middle East have spurred a sharp rise in oil prices and inflation concerns. Despite this macro uncertainty, NVIDIA remains a core growth play, supported by its new AI sup…
Amazon is investing $11 billion in an Indiana AI campus to support Anthropic’s models. Additionally, the company is diversifying its funding by issuing multi-currency debt to aggressively expand its …
Broadcom is backstopping a massive $36 billion debt financing deal for Anthropic to fund Google TPU chip procurement. This innovative chip-backed credit structure strengthens Broadcom's strategic rol…
Amazon Chairman Jeff Bezos dismissed AI job displacement concerns, stating the technology will enhance productivity and create opportunities. Amazon plans $200B in AI capex while reducing corporate r…
Amazon founder Jeff Bezos dismisses AI bubble concerns, arguing excessive investment will drive long-term technological progress. He highlighted Amazon's $6.2B AI venture, Project Prometheus, focusin…
Meta plans 10% workforce reduction (8,000 jobs) and cancels 6,000 open roles while accelerating AI infrastructure spending to $145 billion by 2026, signaling operational restructuring amid heavy capi…