AI Companies

OpenAI and Anthropic reported greater than $80 billion in mixed losses final 12 months. Meanwhile, three firms supplying energy and cooling to their AI knowledge facilities are seeing a enterprise growth. Unlike the AI giants, all three already commerce on the New York Stock Exchange (NYSE). Three NYSE Stocks Are Getting Paid by the AI…

The Nasdaq 100 fell greater than 300 factors in about half an hour on Thursday afternoon. The slide got here proper after a report that OpenAI’s income is working about $20 billion beneath the determine extensively reported final month. The tech index was already below stress earlier than the report. Bond yields at a two-decade…

Micron Technology (MU) inventory rose 4.06% on Wednesday to shut at $1,088. The reminiscence maker led the S&P 500 digital know-how sector whereas most chipmakers ended the session decrease. Nvidia, AMD, Texas Instruments, and Qualcomm all completed within the pink. Micron has gained roughly 280% because the begin of 2026. S&P 500 Electronic Technology sector…

Panmure Liberum’s head of market technique, Joachim Klement, now expects the S&P 500 to finish 2027 at 5,000 factors. He warns that unwinding the substitute intelligence (AI) commerce might spark the worst crash because the world monetary disaster. Borrowing Costs Close In on the AI Build-Out Klement’s 5,000 goal implies a roughly 36% drop from…

Taiwan Semiconductor Manufacturing Co. (TSMC) mentioned September income rose 54.6% from a 12 months earlier to NT$511.86 billion ($16.03 billion). The end result lifted third-quarter income to a file NT$1.49 trillion. TSMC’s Taiwan-listed shares closed 1.35% decrease at NT$2,550 on Thursday, earlier than the firm revealed the figures. How September Revenue Pushed TSMC to a…

Dan Ives named Nvidia, Microsoft, Palantir, Apple, and CrowdStrike as his high 5 tech inventory picks. He argued that traders nonetheless underestimate a $4 trillion AI spending wave. The 5 shares have taken very totally different paths this 12 months. CrowdStrike has greater than doubled because the begin of 2026, whereas Microsoft and Palantir have…

Michael Burry says Anthropic’s valuation might purchase 78 worthwhile firms within the S&P 500, a worth he calls a bubble. The checklist consists of Domino’s, Clorox, lululemon, and Hormel (*78*), although Burry didn’t say which Anthropic valuation he used. The firm’s final personal spherical, in May, priced it at $965 billion forward of a deliberate…

Jim Cramer says Goldman Sachs’ $10 SpaceX worth goal hike to $230 reveals its earlier $220 was not guesswork. The CNBC Mad Money host sees analysts shifting forward of the inventory as an alternative of chasing it. Goldman, a lead underwriter on SpaceX’s June preliminary public providing (IPO), opened protection at $205 in July underneath…