Finance news

Japan's Preferred Networks debuts AI priced less than half of OpenAI models

SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion

SpaceX has turned its Colossus data center into a commercial computing power platform, landing recent deals with Anthropic, Google and Cursor.

What about VYM? That seems pretty immune to the shenanigans of the tech bros. You can't fake dividends.

Historically, VYM does considerably worse than VTI or VOO, but if someone is really worried about an AI bubble, a P/E bubble, or the malign affects of IPO fast-tracking, maybe they should be betting that the overperformance of those indices will not hold for the next decade... And, yeah, tax drag, but I know the similar but more concentrated SCHD pays virtually all of its dividends as "qualified," so the tax rate is lower than marginal income. I can't find the fraction of qualified dividends fro

China’s green exports to the US surge as AI boom, Iran war lift demand

China’s exports of green-energy and battery products to the United States have accelerated amid demand in America’s fast-expanding AI sector, as cooling trade tensions and energy-security fears linked to the Iran war boost global appetite for renewable-energy equipment. Energy-related products posted some of the strongest gains among Chinese exports to the US last month, according to the latest customs data. Exports of unassembled photovoltaic cells surged 346 per cent year on year to US$39.96..

Teachers ban it, employers demand it: New grads face a frustrating AI double standard

The mixed messages on AI are another challenge when Gen Z already faces a tough job market.

A 40% market crash is lurking in the IPO pipeline. SpaceX and OpenAI could trigger it.

Prior records for U.S. equity issuance came in 1929 and 2000 — and we all know what happened next.

Big Tech is splitting into two artificial-intelligence camps. Here is the better bet.

Why tech giants such as Alphabet and Microsoft are the safer choice in the AI race.

Tencent tests AI assistant in China's most popular app as it looks to catch up with rivals

WeChat is an indispensable part of daily life in China and Tencent is trying to tap into its huge user base to expand use of its AI services.

Singaporean man traumatised over ex-schoolmate’s AI photos of them as family

At first glance, the images looked like those of a happy family in Singapore. There were photos of the couple during their school days and on dates, the woman pregnant and the man holding their supposed newborn with a caption that read: “My boys”. Except the family did not exist – the images were all AI-generated. The man in the photos did not even know about them until a friend alerted him in December last year, The Straits Times reported on Sunday. In real life, he was not married or in a...

When do fundamentals in stocks matter?

During boom-times, fundamentals don't seem to matter (see AI, 2026). During bust-times, fundamentals also don't seem to matter (see mass-selloffs, 2008). So when do fundamentals matter? Waiting for fundamentals to matter seems futile, since that point may never arrive. submitted by /u/Hefty-Report6360 [link] [comments]

Zhipu AI market cap tops HK$1 trillion as shares of GLM-5.2 developer soar

The market capitalisation of Hong Kong-listed artificial intelligence pioneer Zhipu AI surpassed HK$1 trillion (US$128 billion) on Monday, fuelled by investor optimism as the company goes head-to-head with its American rivals. Shares of Zhipu, which trades under the name Knowledge Atlas Technology, skyrocketed as much as 42 per cent on Monday morning to a peak of HK$2,980. The surge follows the release of Zhipu’s open-source GLM-5.2 model last week. Featuring a massive 1-million-token context...

The AI Arms Race Isn’t About Technology – It’s About Electricity

Two and a half years ago, NVIDIA was a $300 billion gaming chip company. Today it's the most valuable company in history at over $4 trillion. Investors who saw what was coming and got positioned early made generational money. A $10,000 stake in NVIDIA at the start of 2023 is worth more than $130,000 today. The trade looks obvious in hindsight, but very few investors caught it in real time. Demand for AI compute had exploded, the supply of high-end chips couldn't catch up, and NVIDIA happened to

NetEase keeps ripping while Alibaba and Baidu bleed, china tech isn't one trade anymore

I've spent the last couple months trying to build a China tech position and it's been genuinely frustrating. Since roughly March the internet heavyweights (Alibaba, Baidu, JD) have broadly lagged while NetEase keeps grinding higher and Tencent just chops sideways. They're all "China tech" but the correlation between them has completely broken down. What caught me off guard is where the momentum actually rotated. CATL in batteries, Cambricon in AI chips, Mindray in medical devices. The sector lea

The AI trade has left the hyperscalers in the dust. What will it take for that to change?

In his Sunday column for Investing Club subscribers, Jim Cramer examines the market's love affair with memory and semi-cap equipment stocks.

No one wants AI data centers on Earth. Do they make sense in space?

Elon Musk's SpaceX is betting big on orbital AI data centers. The public doesn't want them on Earth, but the economic case for space-based is questionable.

For Hong Kong to succeed in AI, energy cannot be an afterthought

The artificial intelligence competition is by nature an energy competition. The conventional narrative focuses on faster chips, yet training and inference consume vast amounts of power. The harsh geographic paradox is that the regions most advanced in artificial intelligence (AI) often face the most acute power constraints. Hong Kong has emerged as a premier global AI hub. According to the Global AI Competitiveness Index, the city ranks third globally as an AI financial powerhouse. The chief...

China-led team develops AI system to track radar-disrupting space hurricanes

A China-led team has developed an AI system to detect space hurricanes, a phenomenon in the Earth’s upper atmosphere that can disrupt satellite signals, radar and radio communications. While the hurricane-like atmospheric phenomenon can have major space weather effects, detection has so far relied on a tedious process of studying satellite images manually. The team said it had developed a new deep-learning system that could automatically detect and pinpoint space hurricanes through ultraviolet..

Japan confronts the dark side of its teenagers’ AI addiction

She was among five girls in Japan believed to have beaten a boy so severely that he required hospital treatment. Yet her most pressing concern was how much money the group should demand from him. To find an answer, she turned to artificial intelligence. The alleged assault took place in January in Hachioji, a city in western Greater Tokyo. For experts, the case has exposed a disturbing pattern: Japanese adolescents instinctively turning to AI to guide their actions, including criminal ones,...

Does anybody know what business Mogel Greg Lansky is investing other tha AI? Greg Lansky tried to start a Cannabis company out of Florida & GL Clothing line but I haven't seen anything from him with that.

Greg Lansky did start (GoodChat AI) reply program with Abella Danger and a Failed Liquor Brand AMABO Whisky out of Miami Florida. ​ Greg Lansky was supposed to start a Cannabis company out of Miami Florida but The RICO Laws in Florida make that expensive submitted by /u/Square_Emergency_262 [link] [comments]

China Is Taking Its AI Boom Under the Sea

The data centre industry has taken off in the last few years, as tech companies look to develop the massive computing power needed to run complex operations, such as artificial intelligence. Thousands of data centres are being developed on land, but now, some countries are looking to establish innovative models in alternative locations, such as underwater. In May, China launched the world’s first wind-powered underwater data centre off the coast of Shanghai, with an investment of around $238 mil

Why Small Modular Reactors Are Becoming a National Security Priority

For decades, energy policy in Washington was debated on the basis of economics, climate change, and domestic politics. That era is over. The United States is entering a period where energy security must be recognized as a core pillar of national security and military readiness. The global competition underway with China is not just about trade or tariffs. It is about industrial capacity, technological dominance, artificial intelligence (AI), semiconductor manufacturing, and defense production -

AI buildout gives tech investors new reasons to watch bond market

Tech giants are depleting cash reserves and raising debt in their ambitious data center buildouts, a dynamic that's forcing investors to watch interest rates.

Google shake-up highlights how human brains may be the scarcest AI resource of all

Despite a growing pool of research talent, not many have the experience of building and scaling AI, experts say.

Norway imposes near AI ban for junior school pupils, curbs use for older children

Norway is imposing a near ban on the ⁠use of generative ⁠AI tools by elementary ⁠school pupils while also restricting their use in the education of older children to prevent a negative impact on learning, the country’s prime minister has said. Facing a broad decline in education test ‌scores, the government in 2024 banned smartphones from schools and has given teachers back more powers to enforce discipline in the classroom. Using artificial intelligence increased the risk that young children...

Is it worth investing in S&P 500 ETF and which tech/energy stocks to watch?

I'm a beginner in investing, currently holding a small portfolio with NVIDIA as my main stock. I'm interested in: S&P 500 ETF Is it worth entering now? Which ETF do you use — VUSA, CSPX, VOO? Do you invest all at once or gradually each month (DCA)? Tech stocks Which ones do you follow besides 'big tech' (Apple, Microsoft, Google)? Does it make sense to enter AI companies now or is it a bubble? Energy stocks Traditional energy (oil/gas) or renewables? Which specific stocks/ETFs do you follow? I u

Japan targets $65bn in public-private physical AI investment by 2040

Optical cable maker WCFO to add Cambodia capacity amid AI boom

Sample portfolio for the future: Where the problem with AI IPOs lies

SpaceX has been listed on the stock exchange for a week. Anthropic and OpenAI could soon follow. For fund manager Laetitia-Zarah Gerbes, this series of mega IPOs is a clear warning signal.

Can Europe build its own AI heavyweights to rival the US?

With AI dominated by US firms, Europe is pushing for more independence. New partnerships, investments and startups aim to boost the continent's digital sovereignty, but challenges around funding and regulation remain.

Beijing Steps Up Scrutiny of Indium Exports as AI Chip Demand Soars

China has started scrutinizing more carefully its exports of indium, an element that is key to making high-speed chips for AI data centers, raising concerns that export curbs could follow as Beijing has done with other critical minerals. Indium, a silvery-white metal named for its indigo blue line in the atomic spectrum, is not on any of China’s export control lists. But several buyers and customers have flagged to Reuters that they have recently faced increased checks and scrutiny by the Chines