Anthropic CEO Dario Amodei's call for stronger AI safety measures has drawn sharp pushback from Michael Burry and Donald Trump, who called the slowdown push a 'sick conspiracy.' The dispute...
Cracks in the AI trade are emerging just as valuation, positioning, and macro risks converge, leaving the stock market unusually vulnerable to disappointment. Investors face a market where concentration risk...
Microsoft published a 15,000-word AI behavior code, joining OpenAI, Anthropic, and others in signaling a slower, more cautious approach to frontier AI development. The move has broad implications for tech...
Apple has released iOS 27 with the long-delayed Siri AI entering public beta, powered by Apple Intelligence and Google Gemini. The upgrade positions Siri as an OS-level AI agent and...
Nasdaq 100 names diverged sharply as cybersecurity leaders CrowdStrike and Palo Alto Networks surged over 13% while semiconductor and storage stocks sold off broadly. The rotation favors asset-light software over...
US equities reversed lower intraday on September 14, with the S&P 500 down 0.8%, the Nasdaq off more than 1%, and the Dow down 0.4%. The selloff, led by mega-cap...
The Nasdaq fell 1.60% at the open while the Dow slipped only 0.25%, signaling a targeted tech selloff rather than broad risk aversion. Crypto-linked equities and digital assets typically amplify...
US stocks fell across the board, with the Nasdaq dropping 1.60% intraday while the Dow and S&P 500 also declined. The tech-led selloff matters for crypto because of the persistent...
Public companies outside mining became net sellers of Bitcoin last week, offloading $21.63 million, while Strategy skipped purchases for a second straight week and Metaplanet extended its pause to nine...
Canaan sold all 3,952 ETH at ~$2,400 and 54 BTC at ~$79,000, using proceeds to repurchase roughly 13.6 million ADS. The move shifts the mining manufacturer from crypto treasury accumulation...
Realty Income and KKR have agreed to form a euro-denominated joint venture, expanding the US REIT's European footprint while sharing capital risk with a major global asset manager. The structure...
Steak 'n Shake, owned by Biglari Holdings, has endorsed political candidates, an unusual move for a public restaurant company. The decision raises questions about brand polarization, shareholder value, and corporate...
Bally's Corporation has raised $560 million to finance its planned Bronx casino, a critical funding milestone as New York's downstate license process drags on. The deal signals open credit markets...
US equities gapped lower in premarket trading as a broad risk-off tone took hold, with growth stocks and high-beta sectors leading declines. Rate uncertainty, profit-taking, and weak global sentiment are...
Evercore ISI downgraded Hewlett Packard Enterprise on valuation grounds after a sharp run-up in the stock. The call reflects price, not a broken thesis, but it signals that the AI...
US equity futures gapped higher in premarket trading, signaling a firm open as buyers returned to risk assets. The move sets a constructive tone across stocks, bonds, crypto, commodities and...
Nvidia's stock decline is forcing a reckoning with the AI trade's stretched valuations, and the de-leveraging is spilling into crypto — from listed miners pivoting to AI hosting to decentralized...
AI leaders from Anthropic, OpenAI, and xAI have called for a slowdown in frontier model development, triggering a sharp selloff in global semiconductor stocks. While the news sparked fears of...
Goldman Sachs prime brokerage data show hedge funds net bought US TMT stocks in 10 of the past 11 sessions, with long buying at the 97th percentile of the past...
iPhone 18 Pro pre-order data shows delivery wait times shortened by 5-11 days in major overseas markets versus last year, signaling weaker demand. Jefferies maintains an Underperform rating with a...
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