Explore

TheStreetTheStreet
Michael Burry just put a date on Big Tech's AI reckoning, and Oracle's $664 billion lands in crosshairs

Michael Burry just put a date on Big Tech's AI reckoning, and Oracle's $664 billion lands in crosshairs

The Big Short investor tallied the AI commitments piling up at five hyperscalers. He says even a small write-off could land harder than anyone expects.
TheStreetTheStreet
Oracle's massive AI bet hides a huge warning investors can't ignore

Oracle's massive AI bet hides a huge warning investors can't ignore

Oracle’s AI growth is surging, but its financing costs tell another story.
TrendlineTrendline
State Street Corporation Increases Stake in Plains GP Holdings, L.P.

State Street Corporation Increases Stake in Plains GP Holdings, L.P.

State Street Corporation Increases Stake in Plains GP Holdings, L.P.
TheStreetTheStreet
Anthropic just handed Akamai a game-changing deal

Anthropic just handed Akamai a game-changing deal

A major seven-year deal from Anthropic turns Akamai Technologies into a major AI infrastructure player.
TrendlineTrendline
Goldman Sachs Identifies Dot-Com Era Market Concentration in S 500 Driven by Mega-Cap Tech

Goldman Sachs Identifies Dot-Com Era Market Concentration in S 500 Driven by Mega-Cap Tech

Goldman Sachs Identifies Dot-Com Era Market Concentration in S 500 Driven by Mega-Cap Tech
TrendlineTrendline
David Rubenstein, Orioles Owner and Carlyle Group Co-founder, Cautions on AI Investment Boom

David Rubenstein, Orioles Owner and Carlyle Group Co-founder, Cautions on AI Investment Boom

David Rubenstein, Orioles Owner and Carlyle Group Co-founder, Cautions on AI Investment Boom
VarietyVariety
Paramount Says Timing for Warner Bros. Deal Close ‘If Any’ Is ‘Not Yet Certain’ but Pencils In Oct. 5 Date to Issue PSKY Shareholders Warrants Tied...

Paramount Says Timing for Warner Bros. Deal Close ‘If Any’ Is ‘Not Yet Certain’ but Pencils In Oct. 5 Date to Issue PSKY Shareholders Warrants Tied...

Paramount Skydance’s $111 billion agreement to merge with Warner Bros. Discovery is not quite a done deal, but the company is preparing for the deal to close within the next few weeks. In an SEC filing Friday, Paramount said its board on Sept. 25 “determined to voluntarily withdraw the listing of its Class B common […]
TheStreetTheStreet
Why Richard Ross is buying semiconductors after the AI pullback

Why Richard Ross is buying semiconductors after the AI pullback

The Evercore ISI technical analyst sees semiconductor and AI infrastructure stocks as buyable after their summer decline, but says a sustained rise in the 10-year Treasury yield above 5% would challenge his bullish case.
TrendlineTrendline
Oracle Seeks Payment Delay for New Mexico Data Center Amid Project Jupiter Setbacks

Oracle Seeks Payment Delay for New Mexico Data Center Amid Project Jupiter Setbacks

Oracle Seeks Payment Delay for New Mexico Data Center Amid Project Jupiter Setbacks
ReutersReuters
Wall Street ends higher as investors buy AI stocks; Microsoft rallies

Wall Street ends higher as investors buy AI stocks; Microsoft rallies

By Noel Randewich and Johann M Cherian Sept 25 (Reuters) - Wall Street ended higher on Friday, lifted by Microsoft and other AI-related technology stocks, while high oil prices and a recent surge in US Treasury yields kept investors on edge.
TrendlineTrendline
NYSE Initiates Delisting Proceedings Against ESS Tech, Inc. (GWH)

NYSE Initiates Delisting Proceedings Against ESS Tech, Inc. (GWH)

NYSE Initiates Delisting Proceedings Against ESS Tech, Inc. (GWH)
TrendlineTrendline
State Street Group Ceases Substantial Holding in Lotus Resources Limited

State Street Group Ceases Substantial Holding in Lotus Resources Limited

State Street Group Ceases Substantial Holding in Lotus Resources Limited