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Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers

Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers

Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers
TheStreet TheStreet
Stop waiting for a dip — Fundstrat’s Mark Newton on stocks to buy now

Stop waiting for a dip — Fundstrat’s Mark Newton on stocks to buy now

Transcript: CAROLINE WOODS:Let's kick off the week with some technical perspective. Mark Newton is global head of technical strategy at Fundstrat and joins us now. Mark, great to have you at the desk. Thanks so much for being here. MARK NEWTON:Great to be here. CAROLINE WOODS:All right. So stocks ...
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Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase

Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase

Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase
Reuters Reuters
Wall St mixed as Middle East tensions eclipse tech strength

Wall St mixed as Middle East tensions eclipse tech strength

By Avinash P and Purvi Agarwal Aug 17 (Reuters) - The S&P 500 and the Dow inched lower on Monday as U.S.-Iran tensions dented sentiment, while some technology stocks rose after the report of a strong revenue forecast from AI lab Anthropic.
Reuters Reuters
S&P 500 inches lower as Middle East tensions outweigh tech gains

S&P 500 inches lower as Middle East tensions outweigh tech gains

By Avinash P and Purvi Agarwal Aug 17 (Reuters) - The S&P 500 was muted on Monday as markets weighed tensions between the U.S. and Iran, while the report of a strong revenue forecast from AI lab Anthropic lifted some technology stocks.
Reuters Reuters
S&P on track for muted open as Middle East tensions weigh; AI stocks boost Nasdaq

S&P on track for muted open as Middle East tensions weigh; AI stocks boost Nasdaq

By Avinash P and Purvi Agarwal Aug 17 (Reuters) - The S&P 500 was set to open subdued on Monday as markets weighed the prospect of fewer interest-rate hikes against Middle East tensions, while the report of a strong revenue forecast from AI lab Anthropic put the Nasdaq on course for a higher open.
Reuters Reuters
US stock futures drop as fading Iran peace hopes lift oil, bond yields

US stock futures drop as fading Iran peace hopes lift oil, bond yields

Aug 18 (Reuters) - U.S. stock index futures slipped on Tuesday, with oil holding near recent highs and government bond yields hitting multi-year peaks as chances of a peace deal between the U.S. and Iran waned, rekindling inflation concerns.
Reuters Reuters
Trading Day: Bonds play the blues

Trading Day: Bonds play the blues

By Jamie McGeever ORLANDO, Florida, Aug 17 (Reuters) - Long-dated government bond yields around the world rose on Monday to levels not seen in decades. This weighed on stocks, which were also pressured by deepening skepticism around a U.S.-Iran peace deal and oil prices rising to a six-week high.
TheStreet TheStreet
Charles Schwab takes huge gamble on single stock futures

Charles Schwab takes huge gamble on single stock futures

Trading stocks through Schwab no longer necessarily requires buying a company's shares outright, opening a new way with significantly less cash up front. The product is called a single stock future, and it comes with a track record that the marketing materials skip over entirely. Charles Schwab ...
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Nvidia CEO Jensen Huang Rejects 'Circular Financing' Label for OpenAI Deal, Projects $600 Billion Opportunity

Nvidia CEO Jensen Huang Rejects 'Circular Financing' Label for OpenAI Deal, Projects $600 Billion Opportunity

Nvidia CEO Jensen Huang Rejects 'Circular Financing' Label for OpenAI Deal, Projects $600 Billion Opportunity
FactFable FactFable
Why Mistral's Cash Reserves Hit Records—and Why It Refuses to Spend Them

Why Mistral's Cash Reserves Hit Records—and Why It Refuses to Spend Them

Paris-based AI standout Mistral is sitting on a massive pile of cash, but its deliberate spending strategy reveals a deeper plan to win the AI wars.
TheStreet TheStreet
Workday’s $51 billion takeover talks could reset the software trade

Workday’s $51 billion takeover talks could reset the software trade

For much of 2026, software investors have been grappling with a terrifying question: What if artificial intelligence makes many of the apps that firms have spent decades buying considerably less valuable? If Workday (WDAY) is acquired, that argument could lead Wall Street to reconsider how far it ...