Finance news

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

Why BlackRock's Rick Rieder feels 'a bit more relaxed' about AI bull market than dotcom era

'I think you gotta stay in,' says the top BlackRock investing official, as earnings growth and cash to be reinvested in stocks support the AI bull market.

Microsoft unveils new AI models to lessen reliance on OpenAI and lower costs for developers

At its Build developer conference, Microsoft announced a series of generative AI models to try and crack a market controlled by OpenAI, Anthropic and Google.

Palo Alto Networks pops 12% on earnings beat as AI fuels cybersecurity urgency

The beat comes on lowered expectations, after the company gave disappointing guidance in February that fell short of analyst estimates.

Alphabet's plan to sell $80 billion in stock to fund its AI buildout isn't all bad

It's the latest step in an aggressive effort by big tech companies to secure future funding for AI infrastructure.

Trump’s AI order seeks security safeguards without slowing race with China

US President Donald Trump signed a long-awaited executive order on artificial intelligence (AI) on Tuesday, which asked technology companies to voluntarily share advanced models before they are released, signalling a shift in the administration’s largely laissez-faire approach to the industry. The voluntary framework allows the government to vet powerful new AI systems up to 30 days before their public release, but stops short of mandating review regulations, which were reportedly considered. It

Beyond the ‘brazen theft’ of news: The entire $12 trillion creative economy may now be at risk from AI

AI firms heavily use news and other creative content to provide answers — but New York Times Publisher A.G. Sulzberger says their resistance to pay for it amounts to a repackaging of “stolen goods.”

Technology: Microsoft's product offensive: Tech group relies on new AI models, devices and quantum chips

Microsoft wants to become more independent of partners like OpenAI with new products. But investors are not yet convinced. The four most important announcements at a glance.

Tech company: Microsoft presents new AI models, devices and a quantum chip

With a firework of announcements, CEO Nadella underlines the aim of making the tech giant more independent of partners like OpenAI. Investors are not yet convinced.

Trump signs a scaled-back executive order on AI. Critics say it’s almost meaningless.

President Donald Trump on Tuesday signed an executive order on artificial intelligence that aims to set up a framework for AI companies to voluntarily inform the federal government about new models 30 days before their release.

AI makes it easy to expose holes in Army’s unified network, official says

New AI capabilities are “lowering the barrier of entry” to exploit vulnerabilities, according to the Army’s chief data officer.

How defensive cyber responds to hockey-stick growth of AI-driven threats

[Sponsored] Artificial intelligence is reshaping adversarial cyber operations at machine speed, requiring defenders to increase operational tempo while imposing pain and cost.

Mitsubishi Heavy to develop Japan-based defense AI with Preferred Networks

Goldman Sachs CEO David Solomon says markets are in 'greed' mode as AI companies seek billions

Goldman Sachs CEO David Solomon's comments come as investors prepare for what will be one of the busiest periods for equity issuance in years.

Trump signs AI executive order asking companies to give government early access to models

AI developers, on a voluntary basis, are asked to collaborate with the government and provide early access to frontier models.

The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen

Quantum computing just got a serious policy tailwind. The U.S. government is putting around $2B behind quantum and semiconductor companies through Commerce Department letters of intent, and the government is expected to take minority equity stakes in some supported companies. That list includes names like IBM, GlobalFoundries, Rigetti, D-Wave, PsiQuantum, Quantinuum, Infleqtion and Atom Computing. To me, this changes the sector. Quantum is not just a speculative tech theme anymore. It is now tie

Alphabet’s relentless AI spending is giving new shine to Broadcom’s stock

The company’s “aggressive” cadence and performance improvements for its switching chips will also keep it ahead of competitors, an analyst said.

Nvidia's new PC chips represent CEO Huang's bid to win at every layer of AI stack

Nvidia's announced entry into the PC chip market sent shares of AMD, Intel and Qualcomm lower as Wall Street recognized the threat.

Why the most important company enabling AI isn’t Nvidia, according to this fund manager

Portfolio manager Jonathan Cofsky talks about where to find the winners in the AI landscape and one company that is beating all comers.

Is RDDT the perfect long-term growth play at current valuations?

Having navigated the markets and various tech cycles since 2000, I want to briefly share my main investment arguments for why I am currently buying Reddit. Reddit has proven in recent years that it is not just a forum for meme stocks, but a highly profitable company. Strong revenue growth (+69% year-over-year) High free cash flow ($311 million) Value of data for AI training. The gross margin of 91.5% is absurdly high and results from a simple and brilliant concept: The users generate niche-speci

Alibaba elevates tech chief Wu Zeming to elite committee as AI push ramps up

Alibaba Group Holding chief technology officer (CTO) Wu Zeming has joined the company’s elite steering committee, joining co-founders Jack Ma and Joe Tsai in playing a central role in formulating the tech empire’s strategy. According to Alibaba’s website, the other members of the committee of the Alibaba Partnership are group CEO Eddie Wu Yongming and Jiang Fan, CEO of the e-commerce business unit. Born in 1982, the CTO represents a younger generation of tech executives climbing Alibaba’s...

An overview of the admission rules (fast track) of the respective index providers for the upcoming mega IPOs

SpaceX, the first of 3 major mega IPOs this year, will soon take place. OpenAI and Anthropic will follow later. The topic of mega IPOs is particularly controversial with regard to their inclusion in the major indices. Most providers have adapted their rules to be able to accommodate these companies as quickly as possible. This is justified by the fact that these companies already represent significant parts of the overall market immediately after their IPO and are therefore represented in the index

Anthropic IPO: The trillion-dollar dispute between Altman and Amodei

OpenAI founder Sam Altman and Anthropic's Dario Amodei share a deep enmity. With a gigantic IPO, Anthropic now wants to leave its once overpowering opponent behind.

‘Terrified!’: Chinese man spends US$28 to look like Jensen Huang, garners large following

A young man in rural China has gained tens of thousands of online followers in two weeks by impersonating Nvidia CEO Jensen Huang. Yang Yang, 28, who lives in a village in Dandong in northeastern Liaoning province, has gone viral on social media for his videos showing him imitating the artificial intelligence (AI) titan. He released the clips using an account called @huangyinxun, which is how Huang’s Chinese name is pronounced in the northeastern China dialect. Yang has shared over 20 clips...

Can the stock market swallow Anthropic, SpaceX and OpenAI?

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CLSK DD - CleanSpark: a leveraged bet on Bitcoin, data centres and low cost power

If you want exposure to Bitcoin, data centers and cheap U.S. power in one ticker, CleanSpark is one of the more interesting names right now. It is a listed Bitcoin miner that actually owns and builds its own infrastructure instead of just renting racks, and it is positioning itself as a future AI / high performance compute landlord, not just a pure hash farm. As of the end of April 2026, CleanSpark held about 13,453 BTC on its balance sheet, with around 1,565 of those used as collateral or recei

Chipmaker SK Hynix to double wafer capacity in 5 years to meet AI demand

Japan’s newly crowned top company gets a downgrade on AI ‘mania’ concerns

Deutsche Bank analyst downgraded SoftBank to hold.

ByteDance loses key AI research leader behind Seed models amid monetisation push

A renowned artificial intelligence researcher who spearheaded foundational AI research for TikTok owner ByteDance has announced his departure from the company. The unexpected development comes as the firm is increasingly looking to monetise its core AI offerings, including subscription plans for its flagship consumer AI app Doubao. Gu Quanquan, also an associate professor of computer science at the University of California, Los Angeles (UCLA), announced his departure from ByteDance on social...