Finance news

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

AI has been known to hallucinate. So have financial markets

We’ve never had it so good. The S&P 500 and Nikkei 225 have hit record highs this month. SpaceX had its spectacular initial public offering, the largest in history. The company raised an eye-popping US$75 billion and saw a sharp rise in its share price to a mind-blowing valuation of US$2.5 trillion in two days. The US-Iran deal on reopening the Strait of Hormuz caused petrol prices to drop back to below US$4 per gallon. Global stock markets are creating seemingly unstoppable wealth for...

Is it just me or Trade republic live calls feel like an AI

I knew they were using LLM to optimize the chat so I called. The voice sounds a bit robotic. submitted by /u/Philanthrax [link] [comments]

Rise of the robots: China releases plan aimed at increasing consumers’ AI options

Chinese authorities will promote the further integration of AI and consumption, according to a plan released by the Ministry of Commerce and seven other ministries. It includes 17 new measures that aim to create new drivers of consumption growth by embedding artificial intelligence in consumer goods, services and the retail and commerce sectors through new smart products, robots, subsidies, infrastructure and standards. “Accelerating the development of ‘AI Plus Consumption’ helps create new...

Social media declared Cursor dead. Then SpaceX handed the AI startup a $60 billion lifeline.

Written off after the rise of Anthropic’s Claude Code, Cursor now looks to reclaim its crown as a vibe-coding heavyweight with SpaceX’s backing

Why the Fed’s hawkish stance signals a step-change in U.S. dollar sentiment — and a new direction

Interest rate differentials, growth prospects, demand for capital from AI investment and bumper stock market issuance is generating demand for the dollar and a bullish impulse

US curbs Anthropic AI access, raising global concerns

The Trump administration has restricted foreign access to Anthropic's latest AI models over security fears, forcing a global shutdown. Could the row hurt the Claude-maker's IPO plans and set a far-reaching precedent?

The AI boom is quietly choking people in East Asia

AI video startup PixVerse scores 'Captain Tsubasa' license during World Cup

The Claude Fable ban barely changes Anthropic's IPO timing or valuation

I'm not sure how many of you are interested in Anthropic stock on secondary markets, or are planning to participate in their IPO, but I figured I'd post this here as private markets are huge and most investors I know are either already in Anthropic/OpenAI, or are looking to be. I asked the question: what does this whole "US bans Claude Fable" thing say about Anthropic's IPO timing and valuation? I had a model of these before, and I checked all the assumptions, and my conclusion was, it won't aff

Chinese AI improves forecasts as Hong Kong braces for super typhoons

An artificial intelligence model recently deployed at the Hong Kong Observatory and mainland China’s National Meteorological Centre can solve one of the toughest challenges in weather forecasting: predicting when a typhoon will rapidly intensify. Li Qinglan, a professor at the Shenzhen Institutes of Advanced Technology (SIAT) who is leading the project, said the system was installed around three weeks ago and had provided “real-time updates on the progression of Typhoon Jangmi”. Jangmi, which...

Europe Has Entered The Nuclear Golden Age Amid AI Boom

Nuclear power is experiencing a massive revival across Europe, with the regulatory environment shifting decisively in its favor thanks to surging electricity demand from the AI and data center boom, climate goals, volatile global energy markets and the urgent need for structural energy independence. It’s a big wishlist, and nuclear may be the fastest way to realize it. Massive power demand by the tech giants and hyperscalers is exceeding traditional grid capacities in Europe and the United State

Micron, other memory stocks are having their best year ever. Why do they still look so cheap?

Some of the AI boom’s biggest earners have become its biggest bargains.

Japan eyes 'continuous' AI legal reforms to counter Mythos-level threats

Alibaba leans on AI to drum up subdued '618' shopping festival

Amazon investigating engineers who criticized AI data center expansion

Five Amazon employees testified at Seattle City Council meetings where officials sought feedback on a year-long data center new construction pause.

SpaceX bankers prepare for potential US$20 billion bond offering, sources say

⁠SpaceX’s bankers are preparing to meet investors as early as next week to discuss a bond offering of at least US$20 billion, two sources familiar with the matter said ‌on Thursday, as Elon Musk’s newly public company seeks funding for an ambitious and capital-intensive AI expansion. SpaceX’s AI ambitions come with a steep price tag, requiring tens of billions of dollars in investment for data centres, computing hardware and power infrastructure. The offering ⁠would mark the first time the...

[DD] Make the Bear case for META

META is currently way underpriced relative to competitors, while still having strong earnings growth, high profitability and a definite moat. It's current PEG ratio is below 1.0, indicating low price relative to expected forward earnings growth. They've recently had problems with some in their management and with reports of low morale, but companies often can have such scandals or problems and frequently come back stronger or perform despite these face problems. As an AdTech company, investing h

This AI company wants to replace MRIs with a 60-second dip in the spa. Can that really work?

Midjourney is making a foray into healthcare with its latest body-scanner product, aiming to make medical imaging more accessible.

Is Tesla succeeding in AI? Watch this for a clue.

As Tesla has doubled down on artificial intelligence, investors are left trying to make sense of the company’s progress. According to analysts at Oppenheimer, tracking how Tesla spends its cash may provide some insight.

The $4 trillion liquidity drain

In March Nasdaq changed how companies enter the Nasdaq 100. Before, you needed 3 to 12 months seasoning and a 10% public float. Now its 15 trading days if youre top 40 by market cap, with no float requirement and no seasoning. SpaceX listed with a 4% free float, meaning almost no supply, yet an estiamted 22 to 27 billion in forced passive buying hit immediately. The same mechanics apply to OpenAI and Anthropic. These three companies are targeting 200 billion plus in a six month window. The entir

The AI Spending Boom Is Creating a Depreciation Time Bomb

The eye-watering capital expenditure plans of Big Tech has been one of the year’s biggest stories. Google, Meta, Amazon, and Microsoft have all splurged to secure a podium spot in the race to build out the infrastructure that will run the artificial intelligence (AI) revolution. Total capex by these four firms is expected to reach $750bn (£560bn) this year, around half the annual spending of the entire UK government. It is much higher than this high-tech quartet has budgeted for before. And it i

Alibaba's cloud arm opens 5th Japan data center, adding new AI services

California’s counting on an IPO tax windfall. Several factors are complicating the equation

The IPOs of SpaceX, OpenAI and Anthropic could create a tax windfall for the state of California. But experts say the revenue impact may be blunted.

Artificial intelligence: We talk about AI as if it were about corona tests

The use of AI has suddenly become toxic because of mistakes made by politicians and journalists. The new “AI shaming” is not just weird – it’s harmful. A comment.

Godfather of AI blasts Musk's xAI as 'failure,' says labs are risking a 'big bubble explosion'

Yann LeCun's comments renew a long-running spat with Musk and cast doubt over valuations of some of the world's biggest AI companies.

Artificial intelligence: Microsoft is considering using the Chinese AI model Deepseek

The US group is a close partner of OpenAI and Anthropic. Now he may soon want to use the Chinese rival for a new AI agent - to reduce costs.

Artificial intelligence: Germany is getting an AI Security Institute – now it has to be designed properly

Having your own AI security institute is a double opportunity for Germany, for its security and for its economy. What is important when building?