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Big Tech companies’ capital expenditure (capex) on AI has become so large that it is at risk of making some companies go cash-flow negative, a “red flag” for stock valuations,…
Read article →Google will spend approximately $90 billion on AI infrastructure this year. Meta has committed $65 billion. Microsoft, Amazon, and Alphabet are collectively spending over $300 billion. Apple, meanwhile, is spending just $12.7 billion on…
Read article →Warner Bros. will reopen takeover talks with Paramount Skydance after receiving a seven-day waiver to do so from its preferred bidder, Netflix. Recommended Video Warner Bros. said in a regulatory…
Read article →From cryptocurrencies to Hermès Birkin bags, Gen Z investors are on the hunt for unconventional assets that double as status symbols—and sometimes even careers. For Logan Paul, one of those…
Read article →The once relentless rally in AI-fueled stocks has lost momentum, as investors confront the unsettling idea that advances in artificial intelligence could erode the very value propositions that made tech…
Read article →Tax season—and more specifically tax returns—will inject an extra $150 billion into the stock market by the end of March, according to estimates by Wells Fargo. When a “buy” signal…
Read article →As the prediction markets Kalshi and Polymarket dominate the attention of investors and regulators, a sports-focused challenger called Novig is announcing $75 million in fresh funding to compete with the…
Read article →RZC Investments, the private equity firm of Walmart heirs Tom and Steuart Walton, has paused new investments and is reconsidering the future structure of the fund, according to two people…
Read article →Six years after Warren Buffett sold off all of Berkshire Hathaway’s newspapers and predicted unending declines for most of the industry, Berkshire disclosed a new $350 million investment in The New York…
Read article →While Palantir Technologies continues to expand its footprint in the artificial intelligence sector, a new equity research report from Jefferies has highlighted startling details buried in the company’s latest 10-K…
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