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Jamie Dimon says hyperscaler AI spending could hit $1 trillion next year
JPMorgan CEO Jamie Dimon says AI spending across the hyperscaler ecosystem could reach $1 trillion next year as investment continues to surge.
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AT&T’s stock looks like the smartest bet in the wireless sector, analyst says
An analyst at BNP has taken a positive view of AT&T’s stock, writing that investors should have “little to quibble with on the mobile side.”
StockMarketWatch
Bitcoin hits an 8-month high — and sends a clear message about risk appetite right now
The lack of clarity around crypto’s regulatory framework hasn’t stopped bitcoin from surging, as investors haven’t abandoned hopes for clearer U.S. rules.
StockMarketWatch
As the S&P 500 nears a new record high, there are signs of weakness below the surface
About 60% of the stocks in the S&P 500 are down more than 20% from their all-time highs.
StockMarketWatch
These beaten-down stocks could bounce back in January, if history is any guide
Tax-loss selling is likely to lead these 20 stocks to become artificially depressed in the fourth quarter — and therefore good bets to bounce back in the new year
StockMarketWatch
Amazon and Shopify make starkly different moves in the brewing battle over AI shopping
While Amazon is shutting out Meta’s Muse, Shopify is partnering on payment technology with the buzzy AI assistant.
StockMarketWatch
America’s power grid is running out of juice — and these stocks stand to gain
SpaceX is one of a host of potential beneficiaries identified by Morgan Stanley as ways to play the intensifying AI power shortage.
StockMarketWatch
America’s power grid is running out of juice — and these stocks stand to gain
SpaceX is one of a host of potential beneficiaries identified by Morgan Stanley as ways to play the intensifying AI power shortage.
StockMarketWatch
Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China.
The Trump White House’s guest list reads like a map of corporate America’s exposure to China — from Tesla’s Shanghai factory, to Nvidia’s blocked AI chips, to Citi’s long-awaited brokerage license.
StockMarketWatch
Elon Musk, Jensen Huang and Tim Cook are set to dine with Xi this week. Here’s what their companies want from China.
The Trump White House’s guest list reads like a map of corporate America’s exposure to China — from Tesla’s Shanghai factory, to Nvidia’s blocked AI chips, to Citi’s long-awaited brokerage license.
StockMarketWatch
Moderna will reveal the data for its mRNA cancer vaccine next month. Here’s why it matters.
One reason that analysts and doctors want to see the data is to better understand how well the personalized treatment works.
StockMarketWatch
Moderna will reveal the data for its mRNA cancer vaccine next month. Here’s why it matters.
One reason that analysts and doctors want to see the data is to better understand how well the personalized treatment works.
StockMarketWatch
The hottest part of the AI trade could be turning into its biggest weakness
While stock investors celebrate booming demand for chips and servers, credit markets are flagging risky contracts and rising debt costs.
StockMarketWatch
The hottest part of the AI trade could be turning into its biggest weakness
While stock investors celebrate booming demand for chips and servers, credit markets are flagging risky contracts and rising debt costs.
StockMarketWatch
Forget Elon Musk and Jeff Bezos: The ‘everywhere millionaires’ created the blueprint for regular people to get rich in America
Owen Zidar and Eric Zwick spent a decade mining tax data to identify an under-the-radar class of American wealth.
StockMarketWatch
Forget Elon Musk and Jeff Bezos: The ‘everywhere millionaires’ created the blueprint for regular people to get rich in America
Owen Zidar and Eric Zwick spent a decade mining tax data to identify an under-the-radar class of American wealth.
StockMarketWatch
Meta’s stock is enjoying its best month in 13 years thanks to the company’s hot new AI assistant
Muse is gaining popularity and helping convince investors that Meta’s AI bets are paying off.
StockMarketWatch
Meta’s stock is enjoying its best month in 13 years thanks to the company’s hot new AI assistant
Muse is gaining popularity and helping convince investors that Meta’s AI bets are paying off.
StockMarketWatch
Why one Buffett-inspired fund manager is betting big on Chinese stocks
Low valuations and founder management are attractive to RV Capital’s Rob Vinall.
StockMarketWatch
‘She says it’s just money’: My friend pays for everything. I should be grateful, but I can’t stand her anymore.
“On each of these weekends away, she’s probably spending $500.”
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