US-China Talks Put AI, Trade and Critical Minerals in Focus
New US-China talks on AI, trade and critical minerals are in focus as investors assess policy risks for technology and strategic-resource companies.
#Artificial Intelligence
21 articles
Anthropic Weighs New AI Model Release Before Potential IPO
Anthropic may unveil a new AI model before a potential IPO, putting product momentum, funding needs and public-market expectations under scrutiny.
OpenAI’s $1.2 Trillion Valuation Talk Lifts AI Expectations
OpenAI is reportedly weighing fresh funding at a $1.2 trillion valuation, adding fuel to AI optimism as Wall Street awaits the Fed.
AI Stocks Slide as Industry Leaders Urge a Slowdown
AI-linked stocks are under pressure after industry chiefs called for slower development, adding a new policy risk to an already volatile trade.
Anthropic Reports a Second Straight Profitable Quarter
Anthropic reportedly expects a second straight quarterly profit, sharpening the debate over whether costly generative AI can become a durable business.
Wall Street’s AI Trade Faces a New Slowdown Test
Calls to slow artificial-intelligence development are putting Wall Street’s AI trade under fresh scrutiny, with stock futures already under pressure.
OpenAI Rules Out a 2026 IPO as AI Safety Concerns Rise
Sam Altman says taking OpenAI public this year would be ill-advised as AI safety concerns grow, keeping a major potential listing off Wall Street.
Anthropic IPO Report Points to a Mid-October Launch
Anthropic’s reported IPO timetable has shifted toward mid-October, putting one of the AI sector’s most closely watched listings back in focus.
Snowflake Stock Surges as AI Coding Assistant Fuels Sales
Snowflake shares are surging as its AI coding assistant drives sales momentum, putting product adoption, execution and valuation risks in focus.
Snowflake Shares Soar as Cloud and AI Demand Lifts Forecast
Snowflake raised its annual product-revenue forecast as cloud and AI demand strengthened, sending shares sharply higher and refocusing attention on growth.
Netlist Stock’s 600% AI Rally: What Investors Should Know
Netlist has surged more than 600% in 2026 after a Samsung deal and stronger quarterly results, but its sharp volatility makes the rally hard to assess.
Alibaba’s $10 Billion Share Sale Puts AI Ambitions to Test
Alibaba plans to raise $10 billion through a share placement for AI expansion, testing whether investors will support growth despite dilution.
SoftBank’s $6.3 Billion Bond Sale Raises the AI Stakes
SoftBank’s planned $6.3 billion bond sale shows how the AI race is being financed—and why debt costs now matter alongside growth expectations.
Why Nvidia’s $500 Billion AI Mobilisation Matters for Investors
Nvidia’s $500 billion investment mobilisation points to a bigger AI buildout, but investors must separate ecosystem spending from booked revenue.
Anthropic IPO Valuation Hinges on a Huge 2028 Forecast
Anthropic’s possible IPO may rely on a $190 billion to $200 billion 2028 revenue forecast, putting growth quality and costs under scrutiny.
Nvidia’s Record Weekly Value Gain: What Investors Should Know
Nvidia logged its strongest week in over a year and a record market-value gain, underlining AI enthusiasm and mega-cap concentration risk.
Switch Plans Public-Market Return in Reported $50 Billion IPO
Switch reportedly filed confidentially for a US IPO at a roughly $50 billion valuation, setting up a major test of demand for data-center assets.
Alphabet Turns to Bonds as AI Spending Squeezes Cash
Alphabet is returning to the bond market as AI investment pressures free cash flow, putting the economics of its infrastructure build-out in focus.
Block Earnings Put Its 40% AI Workforce Cut to the Test
Block’s better-than-expected earnings put its 40% workforce reduction and AI-led operating model under Wall Street’s spotlight.
US Market Report: Nasdaq Jumps 3.15% as Amazon Leads Mega-Cap Rally
US stocks surged as Amazon and mega-cap technology led the Nasdaq up 3.15%, while falling Treasury yields supported a broad risk rally.
US Market Report: Nasdaq Surges 3.81% as Amazon and Microsoft Earnings Ignite Tech Rally
The Nasdaq soared 3.81% on August 3, 2026, led by Amazon (+19.82%) and Microsoft (+18.99%) on blockbuster earnings, while healthcare and staples lagged.