How Leopold Aschenbrenner’s $45bn AI Fund Unravelled in a Matter of Weeks
Situational Awareness lost 67% in July on leveraged AI bets, forcing a distressed sale to Citadel.
Airbnb shares Just surged 17%, is it too late to buy?
Airbnb’s blowout quarter drove shares to a four-year high, but the valuation now looks stretched, leaving me cautious not convinced.
S&P 500 rises as weak jobs data lifts rate cut hopes and Airbnb jumps
S stocks gained after weak jobs data, while Airbnb surged and London miners extended their winning run.
Sandisk’s sell-off looks harsh – is it hiding a bargain?
Sandisk crushed fourth-quarter estimates and analysts still see a third more upside, even as the market punished cautious first-quarter guidance.
S&P 500 slips as rising yields and AI earnings cool Wall Street rally
Treasury yields climbed, AI earnings disappointed and investors shifted focus towards Friday’s crucial US jobs report.
AMD beats Wall Street yet shares drop 7%. Here’s why
AMD beat on revenue, earnings and guidance, yet shares fell sharply, as the valuation now demands nothing short of perfection.
S&P 500 Slips After Record Run as SpaceX and AMD Results disappoint
US stocks paused after strong gains as investors weighed AI spending, earnings and possible Iran talks.
Why has the SpaceX share price halved since its record IPO?
Revenue nearly doubled and AI turned profitable, but a huge lockup expiration and stretched valuation keep the picture balanced.
S&P 500 Hits Record High as Tech Rally Accelerate
US stocks surged as technology shares climbed, earnings beat expectations and SpaceX delivered its first public results.
Up 12% today, is the Palantir share price still worth buying?
Palantir’s blowout US commercial growth impressed investors, yet the valuation still demands years of exceptional expansion to justify current pricing.
S&P 500 Rises as Amazon Leads Tech Rebound
US stocks advanced as technology shares climbed, oil prices fell and markets prepared for key economic updates.
Microsoft shares just had their best day since 2008
Microsoft’s blockbuster quarter and Azure’s $100bn milestone reinforce a clearly bullish case, though heavy AI capex still tests investor patience.
S&P 500 Rebounds as Microsoft Surges on Azure Growth
Microsoft powered markets higher as Azure growth impressed investors ahead of earnings from Amazon and Apple.
S&P 500 Rises as Tech Recovers
US stocks gained as earnings lifted sentiment, though AI financing concerns and Fed uncertainty remained.
S&P 500 Holds Steady as Nvidia Slumps and Investors Await Big Tech Earnings
US stocks were mixed as chip shares fell, oil prices dropped and markets prepared for Fed and tech results.
Big Tech Faces New AI Spending Reality as Earnings Season Begins
Big Tech faces AI spending scrutiny as investors demand clearer returns from billions invested in artificial intelligence infrastructure.
Tesla’s AI gamble collides with a profit collapse
Tesla’s record revenue masks a profit collapse and negative cash flow, leaving the shares priced for an AI outcome still years away.
S&P 500 Edges Higher as Dow Gains While Nasdaq Extends AI-Led Sell-Off
Dow rises while technology stocks extend losses as tariffs, oil prices and AI concerns dominate trading.
Intel Earnings: Has Wall Street Finally Priced the Stock?
Analysts were deeply divided before Intel’s Q2 print; the results give both camps fresh evidence rather than forcing a clear resolution.
Intel Beats Forecasts as AI Demand Drives Revenue Growth
Intel beat expectations with surging data centre sales, stronger guidance and accelerating demand for AI computing infrastructure.
US Stocks Sink as AI Spending Fears and $100 Oil Shock Rattle Wall Street
Technology shares tumbled as AI investment plans unsettled investors while surging oil added fresh market pressure.
Alphabet’s Gemini problem was never the risk that mattered
Cloud’s acceleration to 82% growth matters more than Google’s delayed AI model, and the market has been distracted.
Alphabet Beats Forecasts as Google Cloud Surges 82% on AI Demand
Alphabet exceeded expectations as cloud growth accelerated, advertising strengthened and AI-driven demand boosted long-term contracts significantly.
US Stocks Climb as Chip Shares Rebound Ahead of Alphabet Earnings
Wall Street advanced as chip stocks rallied, while investors tracked tariffs, oil prices and upcoming technology earnings.
US Stocks Slip as Chip Gains Fade Ahead of Big Tech Earnings
US markets moved lower as chip stocks weakened, investors awaited earnings and Middle East tensions pushed oil higher.
Wall Street climbs as easing inflation boosts tech
US equities advanced on softer inflation as London miners retreated after weaker Chinese growth weighed heavily.
Oil Surge and Middle East Tensions Push Global Stocks Lower
Markets retreat as US-Iran conflict raises oil prices, pressures AI stocks and shifts focus to inflation.
US and UK markets rebound on AI chips and takeover activity
US and UK shares gained as investors assessed AI demand, telecom deals, earnings and corporate disputes.
AstraZeneca Fall Limits FTSE Gains While US Markets Climb on AI Optimism
US shares advanced on AI demand, while AstraZeneca’s trial setback weighed heavily on London’s leading index.
Middle East conflict rattles global markets as oil surges and Wall Street ends mixed
Escalating US-Iran tensions lifted oil prices, weighed on global equities and left Wall Street divided at the close.
US Tech Shares Slide as AI Chip Fears Hit Markets
Semiconductor losses dragged Wall Street lower as Shell’s gains helped the FTSE 100 outperform global peers.
Dow Surges as Nasdaq Slips Despite Tesla Delivery Beat
US markets split as softer jobs growth, falling oil prices and renewed chip weakness reshaped investor sentiment.
US equities ease as Fed comments, weak labour data and IPO activity drive mixed sentiment
US stocks slip as Fed remarks, weak labour data and IPO activity drive mixed sentiment.
Wall Street finishes strong quarter as chip surge and dollar strength steer market tone
US stocks close higher as chip rally drives gains while dollar strength weighs sentiment markets.
Dow Breaks Through 52,000 as Tech Rally, Court Rulings and Geopolitical Relief Lift US Markets
US stocks rise with Dow record, tech gains, Fed ruling, easing tensions, Tesla surge higher.
Tech selloff deepens as AI doubts, IPO delay fears and geopolitical tensions hit sentiment
US equities fell as chip stocks weakened, OpenAI IPO delay rumours and Middle East tensions weighed.
Micron pump Fails to Lift Wall Street as Apple Price Hikes Spark Fresh Tech Concerns
AI optimism returned through Micron, but Apple’s price increases unsettled investors and consumers.
Micron lifts guidance as AI memory demand drives record earnings surge
Micron beats estimates across earnings and revenue, raises outlook sharply on sustained AI-driven memory demand.
AI Sell-Off Deepens as Chip Stocks Tumble and Leveraged ETFs Face Fresh Scrutiny
Memory chip losses rattled AI sentiment, dragging global markets lower and reviving ETF concerns.
Tech slide drags Wall Street lower as chip deals and peace talks reshape sentiment
US stocks mixed as tech weakens, Iran talks ease tensions, Micron and Getty surge on deals.
