Texas Teachers' CIO warns AI capex boom echoes past busts

The chief investment officer at one of the country’s largest public pension funds has sounded the alarm about the consequences of overspending on AI infrastructure. Speaking at the…

Yahoo S&P Sep 22, 2026 1:12 AM

Nasdaq Ends Nearly 3% Higher As AI Stocks Pop, AMD Enters $1 Trillion Club — AMD, ARM, META, AMZN, PSKY In Focus

Advanced Micro Devices added about 10% and hit $1 trillion in market cap.

Yahoo S&P Sep 22, 2026 1:04 AM

UK’s Burnham to announce new AI defence partnership with US

Investing Stocks Sep 22, 2026 12:36 AM

Palantir's Alex Karp says AI's biggest names may never IPO — the play is telling Washington 'nationalize us, please'

More government oversight could be better for humanity, but also serves to cover AI companies’ butts.

Yahoo Finance Sep 22, 2026 12:30 AM

Update: Nasdaq Composite Rallies to Record as AI Trade Lifts Chipmakers

(Updates with market moves at the end of the day, and other changes, if any.) The Nasdaq Composit

Yahoo S&P Sep 21, 2026 11:38 PM

Marvell just made a move that changes the AI networking story

The chip designer took new optical hardware to a European stage this week, and the timing lines up with where hyperscaler spending is heading.

Yahoo Finance Sep 21, 2026 11:33 PM

OpenAI proposes development of global AI standards to guide alignment, RSI

Jacob Coxon's post nearly two weeks ago that Anthropic and OpenAI were "gambling with our lives" set off a global debate about AI safety.

CNBC Top News Sep 21, 2026 11:22 PM

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.

MarketWatch Sep 21, 2026 11:22 PM

Investors discover their new favorite consumer AI play in Meta. Options volume is surging

Shares of the social media giant surged 12% Monday.

CNBC Top News Sep 21, 2026 11:13 PM

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.

MarketWatch Sep 21, 2026 11:02 PM

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.

MarketWatch Sep 21, 2026 10:24 PM

CoreWeave vs. D-Wave Quantum: Is the AI Giant or the Quantum Computer Upstart the Better Stock Investment?

Both are high-growth bets on unproven cutting-edge technologies.

Yahoo Finance Sep 21, 2026 10:11 PM

Marvell Smashes the AI ‘Power Wall’ with Industry-First 2nm Optical Chips

Marvell just pulled off a photonic milestone that could rewrite the power economics of AI data centers, and the ripple effects reach all the way to Google, NVIDIA, and the next gen…

Yahoo Finance Sep 21, 2026 10:04 PM

Bond King Jeffrey Gundlach Wants Out of the AI 'Epicenter': Inside His Zero-Exposure Portfolio

The DoubleLine Capital founder and CEO Jeffrey Gundlach, also known as the Bond King, said he wants to be “out of the epicenter” of the AI race, citing widening credit spreads and …

Yahoo S&P Sep 21, 2026 9:00 PM

Can Bloom Energy Pop the Top Off AI’s Massive Energy Bottleneck?

Bloom Energy's fuel-cell backlog, hyperscaler approvals, and Brookfield financing deal are fueling AI power demand, even as analysts raise targets and scandium supply questions per…

Yahoo Finance Sep 21, 2026 8:50 PM

MongoDB could gain from AI adoption, says BofA

Bank of America expects MongoDB Inc (NASDAQ:MDB)'s investor day on September 29 to provide a potential catalyst for the shares, with artificial intelligence (AI) adoption metrics a…

Yahoo Finance Sep 21, 2026 8:46 PM

Not Nvidia. Not Micron. Meet the AI Infrastructure Stock That Could Triple in Just 3 Years

Oracle's latest quarterly report shows it is on track to become the next big winner in the AI infrastructure boom.

Yahoo Finance Sep 21, 2026 8:34 PM

Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally

A trade show demonstration quietly repositioned Qualcomm inside one of the market's most coveted growth stories, and the divergence from its closest chip peers reveals exactly what…

Yahoo Finance Sep 21, 2026 7:53 PM

Anthropic and OpenAI navigate AI regulation ahead of IPOs

Investing Stocks Sep 21, 2026 7:49 PM

Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%

A joint AI optical interconnect demo named Lumentum as its author, yet Corning stock is outrunning everyone else in the session, and that inversion tells a story about how the mark…

Yahoo S&P Sep 21, 2026 7:46 PM

Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%

A joint AI optical interconnect demo named Lumentum as its author, yet Corning stock is outrunning everyone else in the session, and that inversion tells a story about how the mark…

Yahoo Finance Sep 21, 2026 7:46 PM

Accenture Stock Gains After AI Safety Deal With Anthropic

Accenture shares are on the rise after the consulting and IT services firm agreed to play a key role in AI safety for a leading model developer.

Yahoo Finance Sep 21, 2026 7:45 PM

Broadcom and Oracle as AI infrastructure plays amid the agentic chip rally

Investing Stocks Sep 21, 2026 7:36 PM

Market Strategist Julie Biel: The AI Craze Is Making These Quality Stocks More Affordable

Kayne Anderson Rudnick’s chief market strategist, Julie Biel, says investors’ rush to own big AI names has left some great industrial and financial stocks underpriced.

Yahoo Finance Sep 21, 2026 7:26 PM

Trump says DOJ will rein in AI 'if we have to'

President Trump has touted development of artificial intelligence by U.S. companies as a competitive advantage over China that he wants to maintain.

CNBC Top News Sep 21, 2026 7:23 PM