Steve Eisman Warns AI Trade Hinges on OpenAI and Anthropic Concentration
Steve Eisman, the investor who shorted subprime mortgages before the 2008 crash, warned on a September 21 podcast that 70%…
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Latest stock market news — earnings reports, S&P 500, Nasdaq, major tech stocks and global equities. Expert analysis updated throughout the trading day.
Intel stock jumps 25% in five days as CPU demand from AI agents surges
Intel shares climbed roughly 25% over five trading sessions as CPU demand tied to AI agents surged. CEO Lip-Bu Tan…
With New Macs, Apple Aims to Take On Microsoft, Nvidia in AI Cost War
Apple's upgraded Mac Minis and Mac Studios begin shipping Tuesday, pitched directly at corporate buyers as a cheaper alternative to…
Nvidia’s Jensen Huang tells G20 ministers AI infrastructure could cost $50 billion to $60 billion per gigawatt
Nvidia CEO Jensen Huang told G20 innovation ministers that building a single gigawatt of AI computing infrastructure would cost between…
Viking Therapeutics Jumps 34% on Trial Data as Lilly, Novo Slip
Viking Therapeutics jumped 34% in premarket trading after new obesity-drug data, while Eli Lilly and Novo slipped. The moves cap…
