Move Over, SpaceX: Anthropic Targets a $2 Trillion Valuation
The AI giant plans to go public in the next couple of months.
Magnificent 7 Stock News
News and analysis on Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, and Tesla.
Tech Giants' Massive Stakes in SpaceX and Anthropic Distort Earnings
Hyperscalers Face Massive AI Capex Squeeze
AI Spending Boom Powers Market Highs
'Spending is leading to earnings': Wall Street strategists see payoff from Big Tech's AI investment
Wall Street sees booming cloud growth as a sign that AI spending is giving a return on investment.
Big Tech Hiding $3 Trillion in AI Debt
Michael Burry Takes Victory Lap as Big Tech’s $3 Trillion AI Spending Tab Comes Into Focus
Famed “Big Short” investor Michael Burry is taking a public victory lap over a new Wall Street Journal report revealing that technology giants have accumulated $3 trillion in future artificial intelligence spending that remains hidden off their official balance sheets....
Billionaires Pile Into Alphabet Amid Cloud Growth
Berkshire’s Biggest Second-Quarter Move Was This Stock. Should You Buy, Sell or Hold?
Berkshire Hathaway just made Alphabet its largest second-quarter purchase by a wide margin, but the same quarter revealed a cash flow figure that would make most investors pause. Here is what the bulls and the bears are each getting right.
