Goldman looks at the impact of the AI capex boom on S&P 500 return on equity
This article is part of our Investment Outlook 2026: Seeking Catalysts Amid Complexity
Market Analysis
How AI started turning memory into a structural bottleneck
The semiconductor market in early 2026 is experiencing a dramatic reversal that has caught many investors off guard. While Nvidia and other GPU makers trade sideways, memory stocks like SanDisk, Micron, and Western Digi…
Amazon voiced concerns about Anthropic AI models before US government’s crackdown, source says
The childhood admonition based on fables, ‘be careful what you wish for’ has been a preached for centuries. It’s ironic to see it come true for one of the two leading US AI companies this AI Tech Wave in recent days.
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Anthropic suspends new AI tools over US government security concerns
Anthropic has suspended its powerful new AI model after US authorities raised security concerns just days following its public release.
Anthropic suspends new AI tools over US government security concerns
Anthropic has suspended its powerful new AI model after US authorities raised security concerns just days following its public release.
Morgan Stanley sees limited evidence of reshoring after one year of tariffs
Investing.com -- One year after the United States imposed sweeping tariffs, analysts at Morgan Stanley found limited evidence that American manufacturers have moved production back onshore, with supply chain reorientati…
Memory chip shortage: How crazy could it get?
Prices of memory are going crazy. SemiAnalysis has been calling this out for over a year since late 2024. The scariest thing is that we aren't even close to the peak. We go through fab by fab production and expansion ve…
Elon Musk becomes world's first trillionaire as SpaceX soars in stock market debut
Elon Musk on Friday became the world's first trillionaire after shares in his SpaceX rocket company soared during the biggest-ever stock market debut.
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Elon Musk becomes world's first trillionaire as SpaceX soars in stock market debut
Elon Musk on Friday became the world's first trillionaire after shares in his SpaceX rocket company soared during the biggest-ever stock market debut.
UK economy contracts as Iran war impact felt
The UK's economy shrank slightly in April as the Iran war began to have an impact on businesses, official data has indicated.
Watch: Three things to know about SpaceX's stock market debut
The BBC's Samira Hussain explains what it means for SpaceX's future and for the company's CEO, Elon Musk, who is set to become the world's first trillionaire.
Watch: Three things to know about SpaceX's stock market debut
SpaceX shares have begun trading on the US stock exchange, marking what could be the largest initial public offering (IPO) in history.
Jewelry giant Chow Tai Fook's shares rise 15% as higher gold price boosts profits
Shares of jewelry giant Chow Tai Fook surged 15% on Friday after it posted a record high performance in its financial year to the end of March.
UK economy contracts as Iran war impact felt
The UK's economy contracted by 0.1% in April, the latest official data has shown.
India's 'blue gold' starts a new drinks industry
His 10-acre farm in Kandukur is on the Deccan Plateau, which covers a large part of southern and central India. There he grows tomatoes, peanuts and corn.
India's 'blue gold' starts a new drinks industry
His 10-acre farm in Kandukur is on the Deccan Plateau, which covers a large part of southern and central India. There he grows tomatoes, peanuts and corn.
India's 'blue gold' starts a new drinks industry
His 10-acre farm in Kandukur is on the Deccan Plateau, which covers a large part of southern and central India. There he grows tomatoes, peanuts and corn.
S&P Global Ratings upgrades Nvidia to AA on explosive AI demand
Korean companies are experiencing a broad-based decline in credit ratings, with more downgrades than upgrades recorded in the first half of this year, according to credit rating agencies and market analysts Tuesday.
S&P 500 indicators are breaking down — but this new buy signal is flashing green
The art and science of recession prediction has evolved dramatically since the Great Depression, yet the fundamental challenge remains: identifying turning points before they become obvious in hindsight. Traditional ind…
Canada stocks higher at close of trade; S&P/TSX Composite up 1.52%
Investing.com - Canada’s main stock index is trading higher on Tuesday, with investors eyeing reports of progress in negotiations between the U.S. and Iran despite an ongoing American naval blockade.
Australia’s central bank to pause on June 16; a minority still see Q3 rate hike: Reuters poll
Stock indexes rip about 2% each after Trump says Iran deal reached, signing soon
BlackRock seeks to buy at least $5 billion in SpaceX IPO shares, WSJ reports
June 11 (Reuters) - Asset manager BlackRock sought to buy at least $5 billion worth of shares in the initial public offering of Elon Musk’s SpaceX , the Wall Street Journal reported on Thursday, citing people familiar w…
Trump says 'I love the inflation' as US prices rise at fastest rate in three years
President Donald Trump has said "I love the inflation" after official figures showed that US prices rose last month at their fastest rate for three years.
Applied Digital Corp (APLD)’s Blue-Chip Customer Returns for More
Applied Digital Corp (NASDAQ:APLD) is one of the best data center stocks to invest in according to billionaires. Applied Digital shares have gained around 57% year-to-date and have surged more than 245% over the past 12…