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US equities rose midday led by technology and semiconductor gains following August CPI data. Major ETFs advanced while crude oil tumbled over 2%. Cryptocurrencies traded higher, with Bitcoin climbing…
Chinese AI startup Moonshot AI aims to reach $2 billion in annual recurring revenue ahead of a reported $50 billion Hong Kong IPO. Moonshot is in talks with Amazon, Microsoft, and Google regarding cl…
August core CPI rose 0.3%, lifting Fed rate-hike expectations to 90%, though major US indexes climbed midday. Microsoft unveiled plans to triple data center capacity by 2032, while Nvidia and partner…
Nvidia CEO Jensen Huang dismissed concerns over circular financing, defending the company's financial backing of AI labs and cloud providers. Despite Huang highlighting $100 billion in contracted dem…
Meta unveiled Muse, an autonomous personal AI agent that automates complex daily workflows and integrates secure payments. Rolled out to over three billion users via WhatsApp and Instagram, Muse mark…
Apple could experience a robust Apple Watch upgrade cycle driven by new health sensing features, steady pricing, and older model obsolescence, according to Counterpoint Research. Despite a broader sm…
Amazon Ads reportedly partnered with OpenAI to let advertisers place ads within ChatGPT, expanding its high-margin advertising network into generative AI. Broader US stock indices traded lower amid r…
Hyperscalers are capitalizing on massive AI infrastructure buildouts while offering long-term exposure to quantum computing. Amazon's AWS growth accelerated 37% year over year with triple-digit expan…
AMD's Data Center revenue doubled year-over-year behind surging AI GPU demand from hyperscalers like Meta and OpenAI. Management raised long-term growth guidance above 35% with EPS targets exceeding …
Goldman Sachs chief economist Jan Hatzius warns that aggressive corporate AI spending will inevitably slow down after the current build-out phase. Despite eventual deceleration risks, PwC projects gl…
Meta rose in premarket trading after JPMorgan upgraded the stock to Overweight from Neutral and lifted its price target to $820. The upgrade follows strong early adoption of Meta's new consumer AI ag…
Meta's new 'Muse' AI agent aims to complete consumer tasks like shopping and negotiating, offering a potential growth engine beyond digital advertising and boosting exposure across major tech ETFs.
Apple shares gained over 1% premarket as Wall Street analysts weighed in positively on new product launches, including the iPhone Duo and enhanced Siri AI features. Analysts highlighted favorable pri…
JPMorgan upgraded Meta Platforms to Overweight from Neutral, raising its price target to $820, representing about 25% upside. The bank cited expanding artificial-intelligence initiatives, including M…
T. Rowe Price portfolio manager Tony Wang highlighted Meta's competitive edge in agentic AI through its app Muse. Wang noted that Meta's vast distribution network across Instagram, Facebook, and What…
Anthropic briefly posted a high-paying enterprise sales role targeting Meta, highlighting Meta's massive spending on Anthropic's Claude Code. Meta reportedly spends hundreds of millions monthly on Cl…
ARK Invest rotated nearly $28 million from Alphabet into Meta following the launch of Meta's Muse AI assistant and its acquisition of Stilla.ai. Analysts highlighted Meta's massive distribution advan…
Apple's iPhone 17 lineup generated a record $170 billion in launch-year wholesale revenue, up 11% year-over-year, according to Counterpoint Research. Strong China growth (+35%) and stable pricing des…
Cathie Wood's ARK Invest sold approximately $27.8 million worth of Alphabet (GOOGL) shares across its ARKK and ARKW ETFs, while rotating funds into Meta Platforms. The divestment reflects active port…
Meta shares jumped over 6% following the launch of Muse, a new AI agent with tiered subscriptions up to $100. The commercial rollout signals direct monetization of Meta's heavy AI capital expenditure…