OpenAI's IPO filing has drawn reactions from prominent analysts, commentators and AI leaders who see the listing as a defining moment for the rapidly growing AI sector.
Last quarter, AI semiconductor revenue hit $10.8 billion, up 143% year over year. Management expects that to reach $16.0 billion this quarter, a jump of more than 200%.
Paradigm and the Hyperliquid (CRYPTO: $HYPE) Policy Center are pressing U.S. regulators to narrow a proposed stablecoin compliance rule before it turns DeFi infrastructure into a larger regulatory target.
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Mastercard (NYSE: $MA) is pushing deeper into AI commerce with a new payments system designed to let autonomous agents move money across cards, bank accounts and stablecoins.
In yet another sign that the paper oil market may be too complacent about the magnitude of the supply disruption in the Middle East, trades have been boosting their short positions in oil futures for most of the past tw…
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…
Mark Witkowski: Thanks, Landon, and good morning, everyone. Thanks for joining us today. Before getting into the details of the quarter, it's helpful to frame the broader demand backdrop. The fundamental drivers of wate…
Visa (NYSE: $V) is bringing AI-agent payments, tokenized deposits and stablecoin settlement into the same commerce roadmap, framing programmable money as part of the next upgrade to its global payments network.
Suja Life, Inc. (Nasdaq: SUJA) said first quarter net sales grew 22.5% to $107.1 million compared to $87.4 million the year prior, while gross profit increased 24.3% to $54.1 million, or 50.5% of net sales, compared to …
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP app…
Electric vehicle (EV) maker Xpeng (XPEV) has made tremendous strides in AI and self-driving, enabling it to make a lucrative deal with Volkswagen (VWAGY) and helping it meaningfully boost its EV business. Based in China…
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Amazon entered into a $17.5 billion term loan agreement on June 8, with Citibank N.A. serving as administrative agent, according to a filing with the Securities and Exchange Commission. The company said the funds would …
The London Company, an investment management company, released its first-quarter 2026 investor letter for its "The London Company Income Equity Strategy". A copy of the letter is available to download here. In early 202…
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for "Dodge and Cox Stock Fund". A copy of the letter is available to download here. U.S. equities declined broadly in Q…
Chinese internet services provider Baidu (BIDU) shares fell 2.1% intraday on June 8, as the company’s name was added to the Department of Defense’s (DoD) list of Chinese military companies (CMC) operating in the U.S. Un…
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 202…
While the historic antagonism between China and the U.S. appears to be morphing into a sort of “co-opetition” complete with photo ops (1), potential trade agreements (2) and some progress towards recognizing shared goal…
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