Finance news

Anthropic confidentially files IPO prospectus with SEC, prepping Wall Street for landmark AI deal

Anthropic said it confidentially filed its IPO prospectus with the SEC, setting up a potentially historic share sale for investors ready to jump into AI.

International Business Machines IBM

International Business Machines IBM Up over 8% today. For those of you who have rode the near-term.wave up, where are you getting off at? It's interesting that this stock rode it all the way down to the 200s based on disappointing earnings and questions about its AI play. Now appears this ride back up has less to do about quantum computing, but rather what the administration is doing just by mentioning to 'buy it'. Anyone else think this will fall again once this investing hype subsides? submitt

Is the AI Bubble Popping? Here's What I'm Actually Watching

Oracle's 5-year CDS jumped to ~139 bps recently. Not a disaster, but it's a reminder that the bond market isn't fully buying the AI growth story. Microsoft has paused some data center leases and canceled projects. When hyperscalers start tapping the brakes, it's worth paying attention. VCs poured $270B into AI in 2025, but deal count fell to its lowest level since 2020. More money, fewer companies. That's concentration, not broad ecosystem growth. What worries me most is the circular nature of t

Japan, US to invest $1bn in 'Genesis Mission' AI project

China team drafts ‘comprehensive’ sanctions list targeting US, allies on 63 tech sectors

Since US President Donald Trump launched a tariff war against China during his first term in office, Washington has steadily expanded restrictions on Chinese access to advanced technologies, targeting semiconductors, artificial intelligence (AI), quantum computing, aerospace systems, supercomputers and a broad range of dual-use technologies. These export controls are aimed at slowing China’s rise in high-end manufacturing and frontier science. But Beijing’s rapid progress in a number of...

The massive run-up in AI stocks this year may be built on a ‘token mirage’

Trading veteran Kevin Muir, author of the Macro Tourist on Substack, raises questions about true demand for artificial intelligence.

Xi-Trump aftermath, space tactics, AI policy change: 7 US-China relations reads

We have selected seven of the most interesting and important news stories covering US-China relations from the past few weeks. If you would like to see more of our reporting, please consider subscribing. 1. Trump leaves China after much pomp and pageantry, but little to show for it As US President Donald Trump landed back in Washington after his two-day summit in Beijing with Chinese President Xi Jinping, a quick US assessment on one of the most consequential diplomatic visits of Trump’s...

AI is real. The AI bubble is also real. Both things can be true.

I don’t understand why every AI debate turns into two extreme camps. One side acts like AI is fake and useless. The other side acts like questioning AI valuations means you’re some anti-technology caveman who doesn’t understand the future. The more realistic answer is probably this: AI is real, useful, and will change a lot of industries. But the current AI investment cycle still looks like a bubble. Not because the technology is fake, but because the economics are being priced like everything w

Michael Burry Calls Elon Musk-Nvidia AI Deal 'Fugazi': Warns Retirees of Hidden Risks

https://www.ibtimes.co.uk/michael-burry-ai-bubble-warning-1800028 Burry warned in a recent post on Substack that leading companies like Nvidia and Elon Musk's xAI are leveraging GPU-backed securities deal structures to secure funding to power their growing AI data centres while putting the retirement funds of Americans at risk. Burry detailed in his post the exact pipeline that moves retiree savings into the running Musk's AI data centres without them knowing about it, describing such deals as '

AI revolution is ‘50x bigger’ than the dot-com boom: SoftBank's Masayoshi Son to CNBC

The AI revolution will be 50 times bigger than the dot-com revolution in the 2000s, SoftBank CEO Masayoshi Son told CNBC Monday.

Nvidia, Meta and Schlumberger rank among top companies adopting AI, new study says

The AI-Driven Enterprise Institute released new research that breaks down how well S&P 500 companies are adopting AI compared to their peers.

'Disrupted or dead': AI is crushing a generation of startups built before ChatGPT

The AI boom that has funneled more than $250 billion into OpenAI and Anthropic has left hundreds of startups built before ChatGPT's arrival in 2022 stranded.

The stock market just did something eerily similar to the dotcom bubble top in 2000

Surging stock performance in May was concentrated in the AI adjacent.

Arm’s stock may be the biggest beneficiary of Nvidia’s new AI effort

Nvidia’s new RTX Spark PC chip uses Arm technology.

Artificial intelligence: This is how Germany's youngest professor sees the AI ​​boom

When she was just 30 years old, Alicia von Schenk founded the chair for “Economics of AI” at the University of Würzburg. She advises looking beyond the current hype surrounding the technology.

Current stock investments? (No AI/Semiconductor)

Hello, I sold half of my semiconductor ETFs today because I'm starting to not trust all the AI ​​nonsense anymore. Now I have €2000 (600 of which is profit) available to reinvest. Unfortunately, all the ETFs I had in mind are totally inflated precisely because of the semiconductors. Therefore, I am looking for other promising opportunities (3-4 different stocks/ETFs) that may be in the pharmaceutical or energy sectors etc. to invest in. For tips, suggestions

First time investing plan, need some guidance

Hello everyone! I'm 30 and starting to invest. I'm currently living in Finland but leaving soon and will probably move between EU countries every few years, so my tax residence keeps changing. I'm designing my investment plan now and would really appreciate some help. I can put in about €2000 a month for the long term (expect this to grow). I want to go fairly heavy on tech/AI but keep some diversification. I work in the field so this is a conscious decision and not just FOMO. All accumulating U

Nvidia bets on agentic AI with its 'largest-ever' supercomputing system

Nvidia-backed $5 billion AI company tells CNBC it's launching major expansion in London

Runway follows U.S. AI giants including Anthropic and OpenAI in announcing big London growth plans.

Beyond Nvidia: how US export curbs are forcing China to redesign its AI chip industry

Under the weight of sustained US export controls on advanced semiconductors, China’s AI chipmakers are battling to forge a self-reliant silicon ecosystem capable of breaking Nvidia’s stranglehold on the market. At the centre of this rivalry is a fundamental design debate: Should the country rely on the versatile graphics processing unit (GPU) or pivot to the highly specialised application-specific integrated circuit (ASIC)? The fight is no longer about finding a single Nvidia clone; it is about.

$NOW is up 10% overnight. Is SaaS the next boom that won't ever stop?

I've mostly been focused on AI names and semis, but seeing $NOW jump 10% after earnings/news has me wondering if the market is starting to reward software again. For the last few years it felt like SaaS was dead money compared to chips and infrastructure plays. Now companies like ServiceNow seem to be putting up strong numbers and getting premium valuations again. Do you think we're entering another multi-year SaaS run, or is this just a temporary rotation while AI spending works its way through

Which private company do you think will be the best IPO investment of the next 5 years?

Everyone talks about the Magnificent 7, but I'm more interested in companies that haven't gone public yet. If you had to choose one private company that is likely to IPO within the next 5 years and hold it for 10+ years, which would you pick and why? Some names that come to mind: Stripe Databricks Canva OpenAI Chime Discord I'm not looking for the most hyped company. I'm looking for businesses with: Strong competitive moats Large addressable markets A realistic path to profitability Long-term gr

Chinese EV makers shift focus from price wars to AI capability: Morgan Stanley

The focus of competition for Chinese electric vehicles (EVs) is shifting from prices to artificial intelligence capability, as carmakers try to manage weakening demand amid tightened regulations, according to Morgan Stanley. The push in AI would likely bring models with conditionally autonomous driving capability, or Level 3 (L3), to market, said Tim Hsiao, head of the Greater China auto and shared mobility research team at Morgan Stanley, in a recent interview with the South China Morning Post.

US takes step to halt Nvidia AI chip shipments to Chinese overseas subsidiaries

The US Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export ‌the world’s most advanced chips – such as Nvidia’s most sophisticated Rubin and Blackwell processors, as well as AMD’s MI350x – to Chinese entities located outside China. The unexpected guidance suggests the United States’ best artificial intelligence chips may have been making their way to the subsidiaries of Chinese AI firms based in places such as Malaysia

SpaceX IPO and Elon saying ‘Saving for retirement will be irrelevant in the future’. Connected?

Just occurred to me- are these two events related? Earlier this year, Elon Musk was reported saying “Don’t worry about squirreling money away for retirement in 10 or 20 years,” on the Moonshots with Peter Diamandis podcast in January. “It won’t matter. This was in the context of some ‘AI revolution that would provide basic needs to Americans’. However, it’s coupled with a timely IPO that has a high chance of determining our retirement savings anyways.. Five months after that statement, SpaceX is

My guide to the IPOs of SpaceX, OpenAI and Anthropic — including the one I really want to buy

These three expected deals will define 2026 and maybe even 2027. Here's my advice on how to play them.

PolyU Faculty of Business celebrates 30th anniversary of its DBA programme, with over 400 academic and industry leaders gathering to explore new trends for scholar-leaders in AI era

[The content of this article has been produced by our advertising partner.] The Faculty of Business at The Hong Kong Polytechnic University (PolyU) hosted a grand dinner on 14 May to celebrate the 30th anniversary of its Doctor of Business Administration (DBA) programme. The event was attended by Mr Paul CHAN, Financial Secretary of the Hong Kong Special Administrative Region (HKSAR) Government of the People’s Republic of China, as the guest of honour. It brought together over 400 industry...

SoftBank plans 75 billion euros of AI investments in France, as Europe struggles to catch up with U.S. and China

The Japanese tech giant plans to develop and operate 5 GW of AI data center capacity in France, with an initial 3.1 GW of facilities in the country's north.

Top Wall Street analysts see robust growth potential in these 3 stocks

Investors keen on capitalizing on the AI boom can track recommendations from top Wall Street analysts

Turnkey vs value add for a first time investor

I have about 50k saved up and I want to buy a rental property. I live in a high cost of living area so I have to look out of state. I'm torn between buying a turnkey property with low cash flow or a value add property that needs work. I've been using homesageAI to compare the current yield versus the potential yield based on local real estate comps. It helps me visualize the spread. For those who invest remotely, did you start with turnkey or did you jump straight into renovations? submitted by