Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Nvidia stock rises 7% after blockbuster earnings boost AI confidence
Nvidia shares rose on Thursday after the chip giant’s revenue guidance reassured investors that AI demand will remain…
Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Anthropic is pulling ahead of OpenAI in the frontier model race, laying the foundations for a new hierarchy…
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…
Situational Awareness filing shows AI bets before forced portfolio sale to Citadel
Leopold Aschenbrenner’s latest regulatory filing shows Situational Awareness loaded up on a group of artificial intelliegence stocks just…
Stock market news for Aug. 13, 2026
Thu, Aug 13 20264:13 PM EDT Stocks finish in the green The three leading U.S. indexes finished in…
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…
CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
How to best play a vitally important AI infrastructure cog using options
The AI infrastructure trade is no longer just about graphics processing units. As AI clusters get larger, the…
Leopold Aschenbrenner Situational Awareness fund: $45B to fire sale
Leopold Aschenbrenner Photo: Josh Edelson Two years ago, Leopold Aschenbrenner argued he was one of few people in…
‘This is a clearing event’ — Cramer says forced selling may signal a bottom for AI trade
Jim Cramer said Thursday the forced unwinding of levered hedge-fund bets on artificial intelligence stocks may help stabilize…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
Sundar Pichai, CEO of Alphabet, Satya Nadella, CEO of Microsoft, Andy Jassy, CEO of Amazon and Mark Zuckerberg,…