Tag: technology
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AI funding fears rattle Wall Street. Here’s how we’re adjusting our portfolio
The rotation out of AI stocks benefited several defensive Club stocks.
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American embassies tighten security as Iran threat warnings intensify ahead of U.S. midterm elections
A memo from DNI director Jay Clayton said Iran is in the “advanced stages” of planning attacks against Americans.
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Nvidia’s role as AI financier faces first big test as neoclouds take market hit
As Nvidia has gone from chipmaker to industry financier, some investors see the company taking on outsized risk tied to the AI buildout.
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Turmoil hits AI build-out as neoclouds face pressure, credit risks mount and Solidigm pulls IPO
Stock slumps, pulled IPOs and rising spreads on credit default swaps this week sets stage for hyperscaler earnings.
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Scalpers offer Apple iPhone Duo buyers hundreds extra outside Beijing launch
Apple’s global launch of the foldable iPhone Duo brought scalpers to the Beijing flagship store looking to pay big for the already pricey devices.
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In hunt for Starlink alternative, Ukraine partners with Nokia and satellite maker ICEYE
With SpaceX imposing speed limits on Starlink in Ukraine and hampering military operations, Kyiv is looking for alternatives.
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Musk’s SpaceX is still restricting Starlink in Ukraine and the toll is rising
Since last week, Ukraine has reported restrictions on a version of Starshield, a version of SpaceX’s Starlink, hampering its military operations against Russia.
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TikTok U.S. hunts for multiple gigawatts of computing capacity, sources tell CNBC
The operator of the social media platform in the U.S. has sounded out opportunities to obtain capacity over the coming years.
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AI agents could disrupt bank deposits. Why Wall Street may be overreacting
Analysts say the fears that AI agents could disrupt the banking industry are overblown, for now.
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Texas Senate race: New Talarico ad rips Elon Musk ‘dark money’ push
James Talarico hit back at Elon Musk’s attacks and spending in a new ad by the Democratic nominee for U.S. Senate in Texas.
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