Finance news

CRWD earnings might be a real test for the cybersecurity trade

CrowdStrike reports earnings after the close on June 3, and I think this one is worth watching beyond just CRWD itself. Cybersecurity has been a weird trade lately. On one side, AI should make security more important because attacks are getting faster, more automated, and harder to detect. That should benefit companies like CRWD, PANW, OKTA and other larger security platforms. On the other side, expectations are already high. CRWD has had a big run this year, and options pricing is implying a la

Morgan Stanley will soon open its trillion-dollar wealth management funnel to AI agents

Morgan Stanley's move is one of the earliest instances of a major Wall Street bank opening its platforms to external AI tools.

Hong Kong launches DeepSeek-based AI model designed to run on domestic chips

The Hong Kong Generative AI Research and Development Centre (HKGAI) has officially launched a new DeepSeek-based large language model that can run on domestic chips, as the government-backed lab seeks to commercialise its products and export Chinese AI overseas. The HKGAI-V3 model, built on DeepSeek V4, has achieved “significant improvements” in efficiency and agentic capabilities, the centre said on Wednesday. The home-grown model delivered over tenfold improvement in the efficiency of token...

China plans compute futures in Shanghai as AI computing demand surges

China is preparing to launch compute futures in Shanghai, signalling a push to link financial markets to computing power as the global AI boom drives new demand for digital infrastructure. The Shanghai municipal government has released guidelines stating the new financial derivative would form part of efforts to turn the city into a global wealth management hub. It is the first time Shanghai’s authorities have explicitly mentioned compute futures in an official document. “In light of the central

Chinese AI lets everyday users command quantum computing with natural language

Quantum computing has long carried an aura of exclusivity, cloaked in dense academic papers and ultra-cold laboratory systems understood by only a small circle of physicists and mathematicians. However, a Chinese start-up has changed quantum computing into something closer to an AI chatbot. On May 15, Shanghai-based Youshu Quantum Technology unveiled what it described as the world’s first agent-driven quantum computing platform. UnitaryLab 2.0 is designed to allow users to operate quantum...

From fried chicken to flight plans: Alibaba wants Qwen to become China’s digital fixer

In its latest bid to dominate China’s next-generation digital gateway, Alibaba Group Holding is opening its Qwen AI assistant to major brands, allowing users to order everything from fried chicken to bubble tea through simple conversation. The company announced on Wednesday that it was opening Qwen’s ecosystem to third-party partners’ agents. Fast-food giant KFC, tech-driven coffee chain Luckin Coffee, beverage chain Mixue Group and China Eastern Airlines are among the first companies to test...

France's Macron invites Sam Altman to attend G7, OpenAI tells CNBC

French President Emmanuel Macron has looked to win over tech bosses amid hopes to boost AI capability.

Energy Cos Team Up for New AI Powered Safety Initiative

Enverus revealed that it has teamed up with Continental Resources, BPX Energy, Chord Energy, and Ranger Energy Services to introduce LifeSaver, 'a field safety initiative'.

Bitcoin Dips Below $66,000 Amid AI Rally: Why Some Analysts Eye $50,000 Next

https://www.ibtimes.co.uk/bitcoin-market-pressure-global-shifts-ipo-excitement-1800514 Bitcoin prices fell nearly 4.2% over the past day, going as low as $65,603 per token before slightly recovering to hover around $67,000. This price action was observed as the MSCI All Country World Index reached a new record high, driven by the AI rally. The broad crypto market sell-off accelerated overnight even as global stock indexes hit fresh highs. The crypto flash crash follows several developments, incl

Frank Elderson: Strengthening operational resilience for the age of AI

SpaceX is worth less than half of its $1.75 trillion IPO target, Morningstar says

The analysts see a wide range of possibilities around xAI and find its "economic moat indeterminate."

Sanity check my AI infrastructure pie

Basically I'm trying to cover the components that are necessary for AI growth, ie. Semiconductors, coolant, lithography. This way I'm just betting that AI "wins" as a concept rather than backing a specific pony? That said, I am a die-hard Rolls and Kraken fan so I guess I'm backing those ponies. Rolls Royce Kraken Robotics KLA ASML NVIDIA Broadcom Vertiv Am I missing any big opportunities here that fit what I'm going for, or making any huge mistakes? Assuming people here have done levels of rese

Alibaba opens Qwen to external apps as China's AI agent race intensifies

DeepSeek nears US$7b haul in first-ever funding round, with backing from Tencent, CATL

Chinese artificial intelligence start-up DeepSeek is finalising its first external fundraising round, securing over 50 billion yuan (US$7.4 billion) at a valuation of just under US$60 billion, according to people familiar with the matter – marking a six-fold leap from its US$10 billion valuation in April. The blockbuster round highlights intensifying global competition and a shifting strategy for the AI breakout star, which had previously resisted external capital. Market-oriented investors and.

Perplexity CEO tells CNBC one metric will determine who wins the AI race

Perplexity CEO Aravind Srinivas said that whichever company can provide the "most taken value per watt per user" will be the AI winners in the future.

Big Tech's AI ambitions pose a major power test for Europe

Japan's SoftBank on Saturday announced plans to build 3.1 GW of AI data centers in the northern Hauts-de-France region by 2031.

Mega Stock Market Plans: Why These Three Men Need Trillions of Dollars

Anthropic and OpenAI want to go public, Google is borrowing billions: the AI ​​race is increasingly becoming a battle for money. This is due to the specifics of the technology.

19m with 5k to invest long term

I have about $5,000 to invest and I’m trying to build my first real portfolio. I want to get into ETFs, but I’m not sure how much of my portfolio should be ETFs vs individual stocks. My main interests are AI and technology like chips, software, and big tech, and also materials like silver and copper that are used in things like electronics, iPhones, and chips. I’m also not sure how to approach individual stocks. If I buy ETFs, do I need to avoid buying the same companies as individual stocks to

China’s AI chip demand pushes South Korea into a rare surplus with top trade partner

South Korea has emerged as a rare bright spot among East Asian economies trading with China, as booming demand for memory chips pushes its balance with its largest trading partner back into a surplus. The country’s trade position with China had strengthened steadily this year, swinging from a US$764 million deficit in December 2025 to a US$1.1 billion surplus in February, before widening further to US$3.8 billion in May, according to data from South Korea’s Ministry of Trade, Industry and...

Where is the Uber of the AI era?

We keep talking about what roles will be replaced with AI and where gains will be made etc. but I’m kinda surprised by the fact I’ve not yet seen any major markets or industries totally revamped due to AI similar to the way Uber revamped the taxi model. Ride sharing all but replaced taxi services due to mobile apps, gps tracking and P2P matching. Surely the efficiencies inherent with AI means certain services or industries will be totally revamped as an AI powered disruptor arrives. Where has it

AI Infrastructure Investing

Hi Experts. I hope this is right place to post. I’m looking to find a list of all the different categories of investment opportunities with AI Infrastructure and perhaps examples. I’m still learning and get confused with the different areas of AI Infrastructure. Thanks for everyone’s suggestions. submitted by /u/Dry-Project-8124 [link] [comments]

SK Hynix ascends as new memory king with high-bandwidth AI chips

The 6% solution is gone: How overcrowded AI-powered trading has erased investors’ advantage

So many AI-driven stock picks, so little profit.

We're upping our Palo Alto price target after strong earnings vanquish AI disruption fears

The business momentum is clear here, validating the stock's dramatic comeback to fresh highs.

Jim Cramer says look to buy these 5 stocks outside the AI trade for diversification

CNBC's Jim Cramer said investors should consider adding exposure to out-of-favor sectors if investors begin rotating away from high-flying technology stocks.

How AI is shaping the future of geospatial intelligence

From AI adoption and explainability to new commercial satellite contracts, Breaking Defense’s latest eBook brings together reporting from GEOINT 2026 on how intelligence leaders are shaping the future of space-based geospatial intelligence.

Trump executive order on AI gives central role to NSA

The EO creates a “voluntary framework” for AI developers to give the government early access to their latest tech.

Palo Alto Networks’ stock is rising as earnings show AI is a friend, not a foe

The “latest advancements at the AI frontier have increased the level of urgency around cybersecurity,” Palo Alto Networks’ CEO said.

Thoughts on the raging bull that is semi

This isn’t a brag, as I’ve invested long enough to experience various market downturns. I’ve been heavily invested in AI/Semi stocks over the past year and have experienced a fair amount of volatility as a result but watching my portfolio rocket over the past couple of months makes me feel exuberant, giddy, and slightly uncomfortable. Like I wonder if I’m being greedy for thinking that this trend is going to continue. Pigs get slaughtered and all that… Part of me wants to cash half of it out and

Microsoft unveils its first AI reasoning model ahead of OpenAI IPO