AI Infrastructure Stocks Rally as Hyperscalers Accelerate Data Center Investments
Tech giants are ramping up spending on AI infrastructure at an unprecedented pace, driving a rally in related stocks. The surge in capital e...
The Great Rotation: Investors Desert Magnificent 7 and Crypto for AI Bottlenecks
Capital is flowing out of the largest tech companies and bitcoin as investors pile into semiconductors, memory stocks, and space-related opp...
Ethereum Foundation Loses Another Key Leader as Hsiao-Wei Wang Resigns
The resignation of co-executive director Hsiao-Wei Wang marks the latest in a string of high-profile exits at the Ethereum Foundation Th...
Gemini Co-Lead Noam Shazeer Makes Surprise Move to OpenAI
The departure of Google's Gemini co-lead to OpenAI signals a major talent shift in the AI industry In a move that has sent ripples thr...
Anthropic Faces First Test Under Trump Administration's New AI Regulation Regime
Anthropic's Mythos model becomes the first major test case for the Trump administration's new AI regulatory framework Anthropic is n...
OpenAI Revenue Triples to $13 Billion, but Losses Grow Even Faster
Leaked audited financials reveal a company racing to scale revenue while spending still dwarfs every dollar coming in. OpenAI is generating ...
Oil Below $80 Gives Markets Relief, But Hormuz Risk Has Not Disappeared
Oil's slide below $80 has helped risk sentiment, but markets are still watching whether the Strait of Hormuz can normalize safely. O...
Warsh's First Fed Meeting Is About the Message, Not the Rate
Kevin Warsh's first FOMC meeting as Fed chair puts the focus on communication, inflation risks and market guidance rather than a surpr...
Bitcoin ETFs Are Becoming a Two-Firm Market
Bitcoin ETF flows are consolidating around BlackRock and Fidelity, changing how institutional crypto demand shows up in the market. The ...
Regulated Perpetual Futures Bring Crypto's Biggest Trade Back Onshore
Kraken's CFTC-regulated perpetual futures launch gives U.S. traders domestic access to a product long dominated by offshore crypto ven...
Nvidia's Vera Push Shows the China AI Chip Race Is Moving Beyond GPUs
Nvidia's reported Vera CPU push in China shows how AI infrastructure demand is spreading from restricted GPUs into server processors. ...
Anthropic's Export-Control Shock Puts AI Access on the Balance Sheet
Washington's restriction on Anthropic's newest model turns frontier AI access into a commercial and geopolitical risk for buyers. ...