Nvidia's neocloud funding structure might unlock significant revenue stream: Morgan Stanley

Nvidia's widely discussed $500B AI infrastructure financing deal has drawn varied reactions, from investor Michael Burry ...

'I do not believe there is a Burry effect': Big Short investor Michael Burry just shorted 6 stocks. Most of them plunged. Is he wrong about himself?

Major microchip stocks are taking a dive — but it’s unclear if that’s an influencer’s effect on the market, or investors ...

The AI boom has echoes of Enron — but that might be okay, a tech guru says

Ram Bala, an AI and analytics guru, said the AI boom showcasing three of Enron's signature financial tactics, but it's "not ...
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Nvidia Discloses $50B Equity Stake in SpaceX and Intel: Both Exclusive Chip Buyers

Nvidia SpaceX Intel stake: Nvidia's Aug. 14 SEC 13F filing discloses $21 billion in SpaceX equity and $30 billion in Intel stock -- the same companies pledging chip exclusivity to Nvidia. Analysts ...

Citi, KKR, Apollo among gainers; Berkshire Hathaway, eToro in losers: week's financials wrap

State Street Financial Sel Sec SPDR ETF (XLF) advanced ~1% to $58.16 during the week, highlighting strength across major ...

Palantir Makes Its Case Against Frontier AI

CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models other coming out today.