Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
The chipmaker is raising capital to fund a custom AI chip program for the OpenAI rival, Bloomberg reported.
Broadcom is amassing roughly $60 billion to fund the production of AI chips designed for Anthropic, according to Bloomberg.
The exchange-traded fund tracking the seven largest US tech names finally cleared its previous all-time high set in May, led by AI-related gains.
An ETF tracking the 'Magnificent Seven' stocks closed above the record high it set in May, reflecting renewed strength in the group's AI-linked names.
The move comes as Meta's new Muse AI app draws wide attention, opening a fight over who controls AI agents on major platforms.
Amazon has blocked Meta's newly launched AI agents from operating on its retail platform, according to ZeroHedge, marking an early clash in what the outlet calls the agentic wars.
Analysts covering Micron, Broadcom and the broader semiconductor sector can't agree on whether an AI spending slowdown is real or overstated.
One analysis calls Micron "likely dead money from here" while another argues the market has misjudged the scale of any AI slowdown and lists five reasons to buy Broadcom's recent dip.
Super Micro rose 4% and Hewlett Packard Enterprise 5%, yet coverage questions whether both stocks have already guided away their upside.
Super Micro Computer climbed 4% and Hewlett Packard Enterprise advanced 5% following results, but analysts are questioning whether the margin improvement driving the moves has already been guided into forward estimates.
A Prime Air Boeing 767-300 ran off the runway and hit a Tesla Cybercab lot, the latest in a string of US aviation accidents this year.
Five people died when an Amazon-branded Boeing 767-300 cargo plane overshot the runway in Miami and struck a Tesla Cybercab lot, according to the Financial Times and ZeroHedge.
A decade-long spending commitment to Amazon's cloud unit is large enough to show up in Anthropic's own IPO paperwork, expected within days.
Anthropic has committed more than $100 billion in spending to Amazon Web Services over ten years, a sum equal to roughly a fifth of the cloud unit's total contracted future revenue.
Conflicting early accounts describe either a runway overrun or a crash near the airport; cause and casualties are not yet confirmed in the reports reviewed.
A Boeing 767 cargo plane carrying the Amazon Prime Air logo was involved in an incident near Miami International Airport, with wire reports differing on whether it overran the runway or crashed.
Amazon's cloud unit expanded its Nvidia order just as the chipmaker's own quarterly results topped estimates, reinforcing the bull case for sustained AI spending.
AWS and Nvidia agreed to deploy 2 million additional GPUs by 2028, announced alongside Nvidia's latest quarterly results, which beat expectations.
The research house initiates on both hyperscalers with positive ratings, arguing cloud infrastructure demand and AI workload conversion remain underpriced relative to consensus capex anxiety.
Rosenblatt launched coverage of Alphabet and Amazon with buy ratings, citing cloud momentum and AI-driven growth. The dual initiation frames the megacap AI debate as a monetization story rather than a capital-spending overhang.
Morgan Stanley's warning on hyperscaler creditworthiness knocked Microsoft lower, while Amazon's Anthropic stake and Alphabet's SpaceX position show how private AI marks are migrating into reported earnings.
A sell-side alarm on hyperscaler balance-sheet quality pressured Microsoft, coinciding with growing recognition that private AI and space investments now materially swing megacap earnings — introducing mark-to-model volatility into the largest index weights.
Tepper adds, Loeb exits entirely and Soros buys puts, exposing a widening institutional divide over whether hyperscaler capital spending is a durable earnings engine or a late-cycle peak.
Divergent positioning among high-profile investors in Nvidia — accumulation, full liquidation and outright put buying — highlights unresolved disagreement over the sustainability of AI infrastructure spending, even as Amazon, Alphabet and Microsoft commit close to $600 billion in capital expenditure.
Chipmaker's move deeper into power infrastructure for OpenAI data centers lands as bond desks tally roughly $70 billion in undisclosed credit backstops supporting the AI buildout
Nvidia is in talks to invest about $3 billion in SB Energy as part of an OpenAI data center arrangement, extending the chipmaker's practice of financing its own demand chain. Simultaneously, fixed-income investors are struggling to price an estimated $70 billion of shadow credit backstops tied to AI-related borrowers, raising questions about circularity and hidden leverage in the buildout.
Investor attention is rotating from mega-cap compute toward the physical and infrastructural layers of the AI build-out — from Oklo's next-generation reactors and Rocket Lab's Neutron program to Amazon's deepening Anthropic alliance.
Research flow points to a globalizing, multi-layered AI investment cycle in which power generation, launch capacity and model partnerships are drawing capital that once concentrated in semiconductors. Oklo, Rocket Lab and Amazon feature prominently, even as Oracle's twelve-month total return underscores the sector's dispersion risk.
The crossover manager's latest disclosures show reduced mega-cap technology exposure alongside a new position in SpaceX, illustrating how public-market crowding is pushing institutional capital into late-stage private assets.
Tiger Global Management cut stakes across mega-cap technology holdings while establishing an allocation to SpaceX, a reallocation that mirrors broader institutional discomfort with public AI valuations and growing appetite for privately held frontier assets.