Broadcom guides to big numbers but investors wanted more. Why we’re OK to hold for now
Broadcom on Wednesday evening beat quarterly earnings expectations and provided a strong multiyear revenue forecast for its artificial…
Big Tech’s AI spending is putting a longtime strengths to the test
The artificial intelligence spending boom is testing one of Big Tech’s greatest strengths: pristine balance sheets. Club holdings…
Nvidia’s AI moat is shifting from chips to capital
NVIDIA CEO Jensen Huang delivers a speech during a keynote event at COMPUTEX on June 02, 2026 in…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
AI infrastructure debt and leverage draw market scrutiny
As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI…
Aviva turnaround led by Amanda Blanc: What next?
The Aviva Plc logo inside the offices containing their headquarters at 80 Fenchurch Street in the City of…
Stocks making the biggest moves midday: JBL, APP, APO, SPCX, UPWK
Here are some of the companies making headlines in midday trading. Asset managers – A slate of asset…
Here are the 2 big things we’re watching in the stock market in the week ahead
The jobs market steps into the spotlight this week, while second-quarter earnings season continues apace. Here’s a closer…
AI is outpacing the rules, Europe’s top bankers and regulators warn
Financial regulation is struggling to keep pace with the rapid development of artificial intelligence, according to European policymakers,…
ECB heads for a hike amid Iran energy price pressures
European Central Bank President Christine Lagarde attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland,…
OpenAI announces IPO
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center…
Lumen’s high-stakes fiber bet could pay off
Key points: Lumen Technologies has shed assets and cut debt after it narrowly skirted bankruptcy. The company is…