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7
ING Analysis: AI Investment Boom Accounts for ~One-Third of US GDP Growth
Markets
1
1d ago
7
ING Analysis: AI Investment Boom Accounts for ~One-Third of US GDP Growth
Top
Markets
· 1 src · 1d ago
Discuss
7
Meta's AI Pivot: From FAIR's 2013 Founding Through the Metaverse Detour to $115–145B in 2026 Capex
Enterprise
1
3d ago
7
Meta's AI Pivot: From FAIR's 2013 Founding Through the Metaverse Detour to $115–145B in 2026 Capex
Enterprise
· 1 src · 3d ago
Discuss
6
Barron's: AI Capex Boom Remains Well Below Historical Bubble Danger Thresholds
Markets
1
4d ago
6
Barron's: AI Capex Boom Remains Well Below Historical Bubble Danger Thresholds
Markets
· 1 src · 4d ago
Discuss
8
Nvidia Becomes AI's "Central Bank" With $99B Equity Portfolio and $108B in Guarantees
Updated Aug 27
Markets
3
5d ago
8
Nvidia Becomes AI's "Central Bank" With $99B Equity Portfolio and $108B in Guarantees
Upd Aug 27
Markets
· 3 srcs · 5d ago
Discuss
7
Cigna Projects $200M in AI-Driven Healthcare Savings, Commits $100M Investment in Clinician AI Tools
Enterprise
1
5d ago
7
Cigna Projects $200M in AI-Driven Healthcare Savings, Commits $100M Investment in Clinician AI Tools
Enterprise
· 1 src · 5d ago
Discuss
7
SEC Subpoenas Banks in Probe of AI Hedge Fund Situational Awareness
Markets
1
Aug 25
7
SEC Subpoenas Banks in Probe of AI Hedge Fund Situational Awareness
Markets
· 1 src · Aug 25
Discuss
8
Nvidia in Talks to Invest in Perplexity AI at $30B+ Valuation
Markets
3
Aug 24
8
Nvidia in Talks to Invest in Perplexity AI at $30B+ Valuation
Top
Markets
· 3 srcs · Aug 24
Discuss
8
SoftBank Plans Record ¥1 Trillion ($6.3B) Retail Bond Sale to Fund OpenAI Commitments
Markets
1
Aug 24
8
SoftBank Plans Record ¥1 Trillion ($6.3B) Retail Bond Sale to Fund OpenAI Commitments
Top
Markets
· 1 src · Aug 24
Discuss
9
Nvidia Q2 FY27 Actual Results: $96.2B Revenue Beats $92B Estimate; Q3 Guided at $108B
Updated Aug 27
Markets
12
4d ago
9
Nvidia Q2 FY27 Actual Results: $96.2B Revenue Beats $92B Estimate; Q3 Guided at $108B
Top
Upd Aug 27
Markets
· 12 srcs · 4d ago
Discuss
8
Alibaba Raises $10.2B in Record Hong Kong Share Placement to Fund Full-Stack AI
Updated Aug 25
Markets
5
Aug 25
8
Alibaba Raises $10.2B in Record Hong Kong Share Placement to Fund Full-Stack AI
Top
Upd Aug 25
Markets
· 5 srcs · Aug 25
Discuss
7
AI Hyperscaler Bond Issuance Hits $220B in 2026 — Up 17x — as Investor Appetite Reaches Limits
Markets
2
Aug 21
7
AI Hyperscaler Bond Issuance Hits $220B in 2026 — Up 17x — as Investor Appetite Reaches Limits
Markets
· 2 srcs · Aug 21
Discuss
8
Alibaba Q1 Net Income Plunges 75% to $1.6B as AI Capital Expenditure Surges to $10 Billion
Updated Aug 21
Markets
4
Aug 21
8
Alibaba Q1 Net Income Plunges 75% to $1.6B as AI Capital Expenditure Surges to $10 Billion
Top
Upd Aug 21
Markets
· 4 srcs · Aug 21
Discuss
8
California Startups Raise Record $366B in 2026, Tripling All Other U.S. States Combined
Markets
1
Aug 20
8
California Startups Raise Record $366B in 2026, Tripling All Other U.S. States Combined
Top
Markets
· 1 src · Aug 20
Discuss
7
Nvidia in Talks to Invest in Data Labeling Startup Mercor at $20B Valuation
Markets
1
Aug 19
7
Nvidia in Talks to Invest in Data Labeling Startup Mercor at $20B Valuation
Markets
· 1 src · Aug 19
Discuss
6
BofA: Nvidia Stock Trades at Up to 50% Discount as AI Investment Risks Are Overstated
Markets
1
Aug 18
6
BofA: Nvidia Stock Trades at Up to 50% Discount as AI Investment Risks Are Overstated
Markets
· 1 src · Aug 18
Discuss
6
AI Stock Selloff Pulls Wall Street to Third Straight Loss as Valuation Fears Mount
Markets
1
Aug 18
6
AI Stock Selloff Pulls Wall Street to Third Straight Loss as Valuation Fears Mount
Markets
· 1 src · Aug 18
Discuss
8
Crusoe Enters IPO Talks with Four Wall Street Banks, Eyeing $35B Valuation and $3B Pre-IPO Raise
Markets
1
Aug 17
8
Crusoe Enters IPO Talks with Four Wall Street Banks, Eyeing $35B Valuation and $3B Pre-IPO Raise
Top
Markets
· 1 src · Aug 17
Discuss
7
AI Infrastructure Borrowing Binge Pushes US Treasury Yields to 25-Year High
Markets
1
Aug 17
7
AI Infrastructure Borrowing Binge Pushes US Treasury Yields to 25-Year High
Top
Markets
· 1 src · Aug 17
Discuss
7
Chip Giants Surpass $250B in Startup Investments YTD as Nvidia Sets Record 59 Deals in 2026
Markets
1
Aug 17
7
Chip Giants Surpass $250B in Startup Investments YTD as Nvidia Sets Record 59 Deals in 2026
Markets
· 1 src · Aug 17
Discuss
9
Nvidia Commits $105B Financing and $1.5B Equity for OpenAI's Ohio Data Center at PORTS-Pike Campus
Updated Aug 20
Markets
20
Aug 20
9
Nvidia Commits $105B Financing and $1.5B Equity for OpenAI's Ohio Data Center at PORTS-Pike Campus
Top
Upd Aug 20
Markets
· 20 srcs · Aug 20
Discuss
8
Wall Street Confirms Big Tech AI Spending Is Now Generating Measurable Earnings Returns
Markets
3
Aug 16
8
Wall Street Confirms Big Tech AI Spending Is Now Generating Measurable Earnings Returns
Top
Markets
· 3 srcs · Aug 16
Discuss
7
Jane Street Takes $15 Billion July Loss From AI Selloff and Situational Awareness Fund Collapse
Markets
1
Aug 15
7
Jane Street Takes $15 Billion July Loss From AI Selloff and Situational Awareness Fund Collapse
Markets
· 1 src · Aug 15
Discuss
6
Dual-Valuation Deal Structures Become Pervasive in AI Venture Capital, Giving Prestige Firms Better Prices
Markets
1
Aug 15
6
Dual-Valuation Deal Structures Become Pervasive in AI Venture Capital, Giving Prestige Firms Better Prices
Markets
· 1 src · Aug 15
Discuss
9
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Updated Aug 17
Markets
13
Aug 17
9
""
Top
Upd Aug 17
Markets
· 13 srcs · Aug 17
Discuss
8
Nvidia SEC Filing Reveals $21B SpaceX Stake and $30B Intel Position
Markets
2
Aug 14
8
Nvidia SEC Filing Reveals $21B SpaceX Stake and $30B Intel Position
Top
Markets
· 2 srcs · Aug 14
Discuss
8
OpenAI C-Suite Exodus: CRO and COO Both Depart Days Apart Ahead of Historic IPO
Updated Aug 26
Markets
4
5d ago
8
OpenAI C-Suite Exodus: CRO and COO Both Depart Days Apart Ahead of Historic IPO
Top
Upd Aug 26
Markets
· 4 srcs · 5d ago
Discuss
6
AI Frenzy Drives Chinese Tech Valuations Above US Peers for First Time
Markets
1
Aug 14
6
AI Frenzy Drives Chinese Tech Valuations Above US Peers for First Time
Markets
· 1 src · Aug 14
Discuss
8
CoreWeave Q2 2026: Revenue Doubles to $2.58B, Stock Surges 20–23% as AI Infrastructure Demand Accelerates
Updated Aug 12
Markets
8
Aug 12
8
CoreWeave Q2 2026: Revenue Doubles to $2.58B, Stock Surges 20–23% as AI Infrastructure Demand Accelerates
Top
Upd Aug 12
Markets
· 8 srcs · Aug 12
Discuss
7
IBM CEO: Global AI Infrastructure Math Requires $1–2 Trillion in New Annual Revenue That Isn't Coming
Markets
1
Aug 11
7
IBM CEO: Global AI Infrastructure Math Requires $1–2 Trillion in New Annual Revenue That Isn't Coming
Markets
· 1 src · Aug 11
Discuss
7
Accel Raises $3.5B for Early-Stage AI Investments, Including $1.35B Global Expansion Fund
Markets
2
Aug 11
7
Accel Raises $3.5B for Early-Stage AI Investments, Including $1.35B Global Expansion Fund
Markets
· 2 srcs · Aug 11
Discuss
7
David Sacks' Craft Ventures Targets $1B Fund After Departing White House AI Czar Role
Markets
1
Aug 11
7
David Sacks' Craft Ventures Targets $1B Fund After Departing White House AI Czar Role
Markets
· 1 src · Aug 11
Discuss
7
Singapore Raises 2026 GDP Forecast to 4.5–5.5% as AI Investment Boom Lifts Trade and Manufacturing
Markets
2
Aug 11
7
Singapore Raises 2026 GDP Forecast to 4.5–5.5% as AI Investment Boom Lifts Trade and Manufacturing
Markets
· 2 srcs · Aug 11
Discuss
7
Harvey Legal AI in Talks to Raise $500M at $15.5B Valuation as ARR Doubles in Seven Months
Markets
1
Aug 10
7
Harvey Legal AI in Talks to Raise $500M at $15.5B Valuation as ARR Doubles in Seven Months
Markets
· 1 src · Aug 10
Discuss
7
Apollo Chief Economist Warns AI Profits Are Investor-Funded, Not Customer-Earned
Markets
1
Aug 10
7
Apollo Chief Economist Warns AI Profits Are Investor-Funded, Not Customer-Earned
Markets
· 1 src · Aug 10
Discuss
6
Moody's Warns AI Could Reshape Economy But Still Disappoint Stock Investors
Markets
1
Aug 10
6
Moody's Warns AI Could Reshape Economy But Still Disappoint Stock Investors
Markets
· 1 src · Aug 10
Discuss
7
London's King's Cross Emerges as World-Class AI Hub, Rivaling San Francisco and Beijing
Markets
1
Aug 9
7
London's King's Cross Emerges as World-Class AI Hub, Rivaling San Francisco and Beijing
Markets
· 1 src · Aug 9
Discuss
7
Alphabet Raises $25B Bond Sale Amid AI Spending Push, Drawing $115B in Peak Demand
Markets
1
Aug 7
7
Alphabet Raises $25B Bond Sale Amid AI Spending Push, Drawing $115B in Peak Demand
Top
Markets
· 1 src · Aug 7
Discuss
8
Sequoia Capital Closes $10B Fund Under New Leaders Alfred Lin and Pat Grady with Bold AI Bets
Markets
1
Aug 6
8
Sequoia Capital Closes $10B Fund Under New Leaders Alfred Lin and Pat Grady with Bold AI Bets
Top
Markets
· 1 src · Aug 6
Discuss
8
Microsoft FY2026 Disclosures Reveal OpenAI Accounts for ~70% of Its AI Revenue
Markets
1
Aug 5
8
Microsoft FY2026 Disclosures Reveal OpenAI Accounts for ~70% of Its AI Revenue
Top
Markets
· 1 src · Aug 5
Discuss
7
AI Frenzy Widens VC Performance Gap to Record Levels: Five Companies Capture 78% of Q1 Deal Value
Markets
1
Aug 5
7
AI Frenzy Widens VC Performance Gap to Record Levels: Five Companies Capture 78% of Q1 Deal Value
Markets
· 1 src · Aug 5
Discuss
7
Google DeepMind CSO Frames AI Capex as Bet on Recursive Self-Improvement, Warns of 'Air Pocket' Risk
Research
1
Aug 5
7
Google DeepMind CSO Frames AI Capex as Bet on Recursive Self-Improvement, Warns of 'Air Pocket' Risk
Research
· 1 src · Aug 5
Discuss
7
Trump's Commerce Department Takes Equity Stakes in AI Chip Companies, Investing $874M in Latest Round
Policy
1
Aug 5
7
Trump's Commerce Department Takes Equity Stakes in AI Chip Companies, Investing $874M in Latest Round
Top
Policy
· 1 src · Aug 5
Discuss
6
SoftBank Surges ~14% as Asian AI Stocks Rally on Wall Street Momentum
Markets
1
Aug 5
6
SoftBank Surges ~14% as Asian AI Stocks Rally on Wall Street Momentum
Markets
· 1 src · Aug 5
Discuss
9
Anthropic Locks In $19B+ Across Two Massive Compute Deals: $10B with Volta (Norway) and $9.1B with RIOT Platforms (Texas)
Updated Aug 11
Infra
6
Aug 11
9
Anthropic Locks In $19B+ Across Two Massive Compute Deals: $10B with Volta (Norway) and $9.1B with RIOT Platforms (Texas)
Top
Upd Aug 11
Infra
· 6 srcs · Aug 11
Discuss
8
AI Hyperscalers Post Blockbuster Q2 2026 Earnings: Amazon Tops $3T Market Cap, Azure Hits $100B Annual Run Rate
Markets
2
Aug 4
8
AI Hyperscalers Post Blockbuster Q2 2026 Earnings: Amazon Tops $3T Market Cap, Azure Hits $100B Annual Run Rate
Top
Markets
· 2 srcs · Aug 4
Discuss
6
Analysis: Hyperscaler AI Revenue Growth Inflated by Circular Financing of Anthropic and OpenAI
Markets
1
Aug 4
6
Analysis: Hyperscaler AI Revenue Growth Inflated by Circular Financing of Anthropic and OpenAI
Markets
· 1 src · Aug 4
Discuss
8
EU Launches Call for Tenders on Seven AI Gigafactories Backed by €30B+ in Public and Private Funding
Policy
1
Aug 1
8
EU Launches Call for Tenders on Seven AI Gigafactories Backed by €30B+ in Public and Private Funding
Top
Policy
· 1 src · Aug 1
Discuss
7
US Treasury Secretary Warns of Potential Sanctions on Chinese AI Models Over Technology 'Distillation'
Policy
1
Aug 1
7
US Treasury Secretary Warns of Potential Sanctions on Chinese AI Models Over Technology 'Distillation'
Policy
· 1 src · Aug 1
Discuss
7
Google Posts First Cash-Flow Negative Quarter in Years as AI CapEx Overtakes Profits
Markets
1
Aug 1
7
Google Posts First Cash-Flow Negative Quarter in Years as AI CapEx Overtakes Profits
Top
Markets
· 1 src · Aug 1
Discuss
6
Apple Overtakes Nvidia as World's Most Valuable Company as AI Strategies Diverge
Markets
1
Jul 31
6
Apple Overtakes Nvidia as World's Most Valuable Company as AI Strategies Diverge
Markets
· 1 src · Jul 31
Discuss
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