Skepticism is mounting about the viability of Oracle’s multiyear deal with OpenAI, a company that has yet to report a profit. Oracle’s stunning results on Tuesday inspired confidence from the market about the longer term viability of AI demand. Oracle shares ripped 36% higher on Wednesday for its best day since 1992 . But doubts…
19 November 2025, China, Shanghai: Boats sail past downtown Shanghai on the Huangpu River. The tallest building on the skyline is the Shanghai Tower (rear). Bernd von Jutrczenka | Picture Alliance | Getty Images Asia-Pacific markets traded mixed on Friday as investors parsed China’s inflation data coming out later in the day. China’s CSI 300…
CoreWeave CEO Michael Intrator, left, testifies before the Senate Committee on Commerce, Science and Transportation in Washington on May 8, 2025. Chip Somodevilla | Getty Images Artificial intelligence-oriented cloud infrastructure company CoreWeave said Monday it will acquire Core Scientific, a data center infrastructure provider, in an all-stock deal valued at approximately $9 billion. CoreWeave stock…
From artificial intelligence to a bitcoin long short trade, emerging hedge fund managers touted their best ideas at the Sohn San Francisco investment conference on Tuesday. AI pick Ravi Paidipaty of Freestone Grove Partners pitched Semtech Corporation , a so-called mixed signal semiconductor company. Semtech will be a winner in next-gen AI data center connectivity,…
As China and the U.S. compete for domination in artificial intelligence, compute power will be the key factor in determining the winner, Bernstein found. The firm also named a few stocks to play on the trend. “China will need to make huge investments in semis and power infrastructure to catch up with the U.S., creating…
This is the season when everyone’s planning for next year. When it comes to money, I can assure you that the secret isn’t in some fancy investing tactic, hot stock tip, or obscure cryptocurrency. If you and your partner set just one money resolution for 2026, make it this: You both stay actively involved in…
Can an aging bull learn some new tricks to continue pleasing its owners? Already a third of the way through its fourth year, the bull market in 2026 is trying to draw on fresh reserves of support that differ markedly from the ones that got the advance started and kept it rolling. Each core driver…
Apologies to the holiday season, but this is the most wonderful time of the year. Everyone has a perfect bracket, with an excuse to miss work on Thursday all lined up. After all, it’s very hard to prove that you don’t have a stomach bug or a sore throat — or both. By the time…
Nvidia has breathed new life into a hotly debated topic on Wall Street: paying executives in stock and how it impacts investors’ ownership positions in companies. The AI powerhouse updated its methods alongside its recent quarterly results . With so many other important discussion points involving the world’s most valuable company, accounting for stock-based compensation…
Mac Jones linked up with Luke Farrell for the 11-yd TD to give the San Francisco 49ers lead over the New Orleans Saints. <
