Nebius Group N.V. (NBIS) Faces Dilution Concerns Despite Strong AI Demand

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here. During the third q…

Yahoo S&P Oct 26, 2026 6:20 PM

Anthropic’s IPO: A close look at AI frontrunner’s rapid growth, spiraling costs

Investing Stocks Oct 26, 2026 6:12 PM

Unconventional AI buys Israeli chip startup NeuReality to speed product development

Investing Stocks Oct 26, 2026 6:07 PM

Microsoft’s $678B AI backlog is massive, but is the stock priced for perfection

Investing Stocks Oct 26, 2026 5:48 PM

IREN’s radical AI pivot: Is this 43% plunge a buying opportunity or a value trap?

Investing Stocks Oct 26, 2026 5:48 PM

Tempus AI stock may move 8.7% on Nov. 2 earnings report

Investing Stocks Oct 26, 2026 5:27 PM

AI Giant Anthropic Is Moving Closer to a Big IPO

The Claude maker’s go-public documents landed Monday, confirming further progress toward its highly anticipated market debut and some of the financial information that has found it…

Yahoo S&P Oct 26, 2026 4:37 PM

Cadence unveils Nvidia-backed AI models that chipmakers can run in-house

Investing Stocks Oct 26, 2026 4:06 PM

Forget Alphabet and Microsoft: Is Amazon the smartest AI play ahead of earnings?

Investing Stocks Oct 26, 2026 4:05 PM

The AI Rally Finally Gets Some Good News

Nasdaq futures just popped because there’s finally some good news for artificial intelligence stocks.

Yahoo S&P Oct 26, 2026 3:42 PM

Cracking AI trade has Wall Street looking for a hedge. An ex-Citadel quant may have the answer

Jasper Zhang runs Hyperbolic, a GPU exchange building a software for "physical" AI futures

CNBC Top News Oct 26, 2026 3:08 PM

SpaceX Borrows $40 Billion as Musk Sounds AI Alarm

SpaceX has rapidly accumulated about $65 billion in more debt since its IPO.

Yahoo S&P Oct 26, 2026 2:24 PM

Verizon lifts annual forecasts, signs more than $2 billion AI infrastructure deal with AWS

Investing Stocks Oct 26, 2026 2:12 PM

Software ETFs: Hidden Gems Amid the AI Selloff?

Software ETFs surged last week as investors rotated away from AI infrastructure spending. Explore the key drivers and ETFs poised to benefit from the rally.

Yahoo S&P Oct 26, 2026 2:00 PM

Raymond James sees AI financing opportunities for Apollo, Owl Rock and Ares

Investing Stocks Oct 26, 2026 12:46 PM

Is AI Repeating the Internet’s 1998 Drawdown? Dan Niles Thinks So

Dan Niles says AI has not hit its top but advises more cash as markets reprice funding costs and slowing AI growth.

Yahoo S&P Oct 26, 2026 12:46 PM

Tired of the AI Rollercoaster? Try This Dividend-Rich Index.

While U.S. stocks have been dragged down by the tech sector over AI fears, the FTSE 100 index—chock-full of defensive plays—has outperformed. The index is worth a look.

Yahoo S&P Oct 26, 2026 12:00 PM

Our AI knew it: +98%, +75%, +73% - these picks crushed earnings and keep climbing

Investing Stocks Oct 26, 2026 5:05 AM

Anthropic’s Claude AI accessed Georgia voter data without authorization- Axios

Investing Stocks Oct 26, 2026 5:04 AM

Vanguard flags a hidden AI risk in your value fund

Vanguard says AI’s next winners may sit outside Big Tech, but the fund you buy to find them may already be full of Amazon and Microsoft.

Yahoo S&P Oct 25, 2026 10:13 PM

Oppenheimer sees web, commerce software Q3 backdrop improving, AI worries linger

Investing Stocks Oct 25, 2026 8:48 PM

AI delivers ‘zero financial payoff’ to most companies, Apollo economist says

"Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech."

Yahoo S&P Oct 25, 2026 7:57 PM

Does enough capital exist to finance everyone’s ambitious AI spending plans?

Investing Stocks Oct 25, 2026 6:27 PM

Apollo’s Torsten Slok Warns AI Has Delivered ‘Zero Financial Payoff’ Outside Tech — 'AI Story Will Be Decided In The S&P 493, Not The Mag 7'

Slok argued in a note on Saturday that the gap between technology companies and the broader S&P 500 is becoming increasingly important for investors.

Yahoo S&P Oct 25, 2026 3:57 PM

Why economic health no longer dictates stock-market returns

There is a wide disconnect between Wall Street and Main Street, and AI could drive them even further apart

MarketWatch Oct 25, 2026 3:00 PM