What is a supernode, and why does it matter for the China-US tech rivalry?
As the size of artificial intelligence models expands beyond 1 trillion parameters, a new concept is dominating the…
SpaceX at $100 Would Imply Zero AI Value, Morgan Stanley Says
(Bloomberg) — The selloff in SpaceX shares has driven the stock near a level that would imply investors…
Predicting SpaceX’s Valuation at the End of 2026
When it comes to analyst price targets for Space Exploration Technologies (NASDAQ: SPCX), you’re going to find a…
Inside India newsletter: Skyroot rocket puts India alongside U.S., China in private orbital launch
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…
Morgan Stanley Projects the Space Economy Could Reach $1 Trillion in the Coming Decades. 3 Companies Positioned to Benefit.
With high-profile launches and increased investments, the space economy appears to be entering a growth phase. And although…
The AI ‘Memory Wall’ Is About to Get a Lot Taller: These 3 Stocks Will Win Big
Quick Read Morgan Stanley projects memory will grow from 12% to 40% of cloud infrastructure spending by 2030,…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Big banks’ record Wall Street profits are increasingly tied to AI
Wall Street’s biggest banks just posted a record first half, turbocharged by stock trading, dealmaking, and financing tied…
Stock market today: Live updates
Traders work at the New York Stock Exchange on July 10, 2026. NYSE Stock futures rose early Wednesday…
Goldman Sachs and JPMorgan Chase are emerging as AI winners
Chairman and CEO of JPMorgan Chase & Co. Jamie Dimon and Goldman Sachs Chairman and CEO David Solomon.…
Morgan Stanley Warns of “Chipflation” as Hyperscalers Invest More in Compute Capacity: 2 No-Brainer Artificial Intelligence (AI) Chip Stocks to Buy Right Now
The artificial intelligence (AI) revolution has delivered outsized gains to a concentrated set of market participants over the…