Finance news

This stock-market strategy has cheap exposure to AI and points to an advantage for closed-end funds

The fund is diversified and has been an excellent performer, highlighting the advantages of a closed-end structure.

Driven by AI demand, China on track to pass US as top nuclear energy producer

China is expected to overtake the United States as the world’s nuclear power leader, as the AI boom and war in the Middle East renew a global push for reliable energy sources, according to a new report. While the US maintained the world’s largest operational fleet of nuclear reactors, China now accounted for nearly half of all those under construction globally and was expected to match American capacity within five years, Gavekal Technologies said on Monday. “By a wide margin, China will have...

JPMorgan Chase plans to deploy more powerful AI agents this year

JPMorgan Chase's move suggests long-running AI agents are close to clearing the security and governance hurdles that have slowed adoption inside big companies.

Upstart chipmakers keep challenging Nvidia. This time it's Microsoft-backed D-Matrix

Nvidia challenger D-Matrix is entering full production of an AI chip it says is 10 times faster than a GPU and bypasses the memory shortage.

Why Anthropic has the edge over OpenAI in IPO race

The rivalry between Sam Altman and Dario Amodei is entering a new phase. Both AI bosses are planning public listings and hope to use the money to outpace each other in the race to build superintelligent AI.

The 'SaaSpocalypse' is over, says private equity giant Thomas Bravo. Here's why it sees an AI boom for software

Thoma Bravo founder Orlando Bravo says AI offers an "enormous tailwind" for software companies.

Oracle’s stock has surged on AI hype. Now it has to deliver the earnings to match.

Oracle’s fourth-quarter earnings call will deliver critical updates about the progress of its data-center build-out and the financial impact of its AI pivot.

Applied digital - APLD (AI Data Center) DD

So their business model is basically to sign tenants. Think of them as a landlord for AI infrastructure, they build the building, the hyperscaler moves in and pays rent. They signed a new lease yesterday, so I did run the numbers again: Based on signed lease agreements alone, APLD is set to generate $611M per quarter / $2.45B annually once all contracted capacity comes online, and that's fully guaranteed. They're also still leasing out capacity they're actively building right now. Once that's fi

With a global AI data shortage looming, China boosts its own supply

China is moving to leverage data as a core strategic asset, aiming to build industry-specific data sets to power its next-generation artificial intelligence models, as developers worldwide grapple with a looming data drought. On Monday, the country’s data authority unveiled a sweeping nationwide plan to boost the supply of high-quality AI training data, underscoring Beijing’s resolve to secure a leading position in the global AI competition. The draft plan, published online by the National Data.

AI company: Perplexity sticks to IPO plans for 2028

Anthropic is already on the stock exchange, OpenAI and SpaceX soon too. Despite these developments, Perplexity wants to wait almost two years.

From Nintendo to Sanrio, Japanese entertainment stocks face AI headwinds

ChatGPT developer: OpenAI applies for IPO - details remain secret

The ChatGPT developer OpenAI is heading for the stock market. At the same time, the company also signals that it wants to take its time with it.

AI developer: OpenAI files confidential application for IPO

After competitor Anthropic pushed ahead, OpenAI's stock market plans are becoming more concrete. But the ChatGPT group doesn't seem to be in any particular hurry.

Perplexity plans IPO in 2028 regardless of what happens to Anthropic or OpenAI, CEO tells CNBC

Perplexity CEO Aravind Srinivas' comments come after AI giant Anthropic confidentially filed to go public.

MiniMax once led Zhipu in Hong Kong’s AI stock race. How the tables have turned

When Chinese artificial intelligence developers Zhipu AI and MiniMax made their debuts on the Hong Kong stock exchange in January, investors initially saw one as a better bet than the other. Beijing-based Zhipu closed its first trading day on January 8 with a market capitalisation of HK$57.9 billion (US$7.4 billion). A day later, Shanghai-based MiniMax listed at HK$106.7 billion, almost twice as large. Five months on, however, Zhipu – traded as Knowledge Atlas Technology – has surged ahead. At..

RACK Vaneck New ETF Is the new future Growth like DRAM or was it just another overhype?

I’ve been thinking a lot about the future of technology and AI, and I’m trying to figure out where the biggest long-term investment opportunities might be. As AI, cloud computing, data centers, and advanced technologies continue to grow, I’m wondering whether the real winners will be the companies that own and operate the infrastructure, such as data centers and technology facilities, or the companies that supply the critical resources and components that make all of this possible. For example,

Sony eyes rebound from Xperia smartphone stumble with AI camera functions

With $1 trillion+ AI IPOs sucking up all the capital this year, are the crowded out stocks the real opportunity?

There are some huge IPOs being talked about right now. OpenAI, Anthropic, SpaceX/xAI, plus all the AI infrastructure names around chips, data centres and compute. The obvious move is to chase the shiny new thing. But if these IPOs pull in a massive amount of capital, doesn’t that money have to come from somewhere? I’m wondering whether the better opportunity might actually be in established companies that are getting ignored while everyone crowds into the same AI and space trade. If everyone is

Artificial intelligence: OpenAI files for an IPO

A few days before SpaceX's planned IPO, the ChatGPT developer confirmed that it had also submitted an IPO application - this could apparently take place as early as autumn.

Artificial Intelligence: OpenAI has filed a confidential IPO application

A few days before SpaceX's planned IPO, the ChatGPT developer confirmed that it had also submitted an IPO application - this could apparently take place as early as autumn.

Elon Musk says SpaceX doesn’t need ‘magic’ to put AI data centers up in space

Critics say that setting up orbital data centers is easier said than done. But Musk argues that it’s not a “super hard problem” to solve.

Easy gains with investing on 1st days of SpaceX?

I just asked AI how the lock-up periods work: • After Q2 earnings (late June): up to 20% of insider shares unlock • 70–135 days post-IPO: 7% unlocks 5 times (35% total) • After Q3 earnings (Oct–Dec): another 28% unlocks • 180 days post-IPO (mid-Dec 2026): all remaining shares fully unlocked Elon Musk’s shares: locked for 366 days (full year) Special 5%: Some employees/friends get shares exempt from lock-up entirely[reuters] Standard IPOs = all shares unlock at 180 days. SpaceX = gradual releases

OpenAI files confidentially for IPO — but there’s a catch

“It may be a while because there are things we want to do that are likely easier as a private company,” OpenAI says.

OpenAI confidentially files for IPO, prepping Wall Street for mega AI debut

OpenAI's confidential filing lands days before SpaceX is set to go public and a week after Anthropic announced its confidential disclosure with the SEC.

Apple partnering with Google and Nvidia for most advanced AI model

Apple's artificial intelligence strategy took center stage at its Worldwide Developers Conference in Cupertino, Calif.

Apple, Google team on AI as Apple Intelligence awaits China approval

Great opportunity to SHORT SpaceX now that the S&P has refused to break its rules to force index investors into this garbage stock. Who is on Team SHORT?

How many warning signs of a rug pull does this have? Let's see: * Insane PE ratio at $135 asking price and $1.5T * xAI hold a real threat of value destruction * Erratic ketamine junkie at the helm overpromises and fails on his deliveries * welfare queen rocket company uniquely dependent on Uncle Sucker? * Filing on April 1 shows they know this stock is an April Fools joke for fools only. How far down can we ride this boat anchor? $135 down to $80 would be a tidy short term profit. https://arstec

Nvidia CEO Jensen Huang declines Senate testimony on AI, China and exports

Sen. Elizabeth Warren said Nvidia’s CEO should answer questions publicly as lawmakers scrutinize AI chip sales to China and export controls.

Corning strikes another multibillion-dollar AI deal. What the new Amazon pact means for the stock

Amazon joins the laundry list of partnerships Corning has secured in 2026, which includes Meta Platforms and Nvidia.

Is your tech portfolio on the wrong side of the AI boom? Why a $1,000 videogame console will squeeze hardware stocks.

The AI buildout is printing money for memory-chip suppliers. But it’s slamming device-makers and their customers.