Big tech is spending billions on AI. How much time will Wall Street allow for the payoff?
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JD Vance says Big Tech has "too much power"
Vice President JD Vance said Saturday that "we believe fundamentally that big tech does have too much power," despite the prominent positioning of tech CEOs at President Trump's inauguration last ...CBS News - 19h -
Wall Street Banks Set to Sell $3 Billion in X Loans, Sources Say
The sale will reportedly take place next week.Inc. - 1d -
Wall Street Banks Prepare to Sell Billions of Dollars of X Loans
Banks are hoping to sell the X debt at around 90 to 95 cents on the dollar.The Wall Street Journal - 2d -
Zuckerberg wants to spend billions more on AI. Meta investors like that idea.
Mark Zuckerberg says Meta is targeting $60 billion to $65 billion in capital expenditures this year. One analyst thinks up to $33 billion of that could go toward GPUs.MarketWatch - 2d -
Tech Leaders Pledge Up to $500 Billion in AI Investment in U.S.
OpenAI, Oracle and SoftBank unveiled AI infrastructure plans at White House.The Wall Street Journal - 5d -
How the bonus season now unfolds on Wall Street
The past dramas of ‘comp days’ have given way to more sanitised proceduresFinancial Times - Jan. 17 -
Wall Street banks had a great quarter, and the boom times are just starting
JPMorgan Chase, Goldman Sachs and Morgan Stanley easily topped estimates for the fourth quarter.CNBC - Jan. 16 -
Microsoft Says AI Will Lead To Job Losses, Invests $80 Billion In The Tech
Microsoft has doubled down on its plan to invest $80 billion into artificial technologies in 2025, while at the same time admitting that advancements to the technology will lead to job losses. This ...GameSpot - Jan. 6 -
Why Wall Street Expects the Stock Market to Have a Big 2025
Analysts see corporate earnings improving beyond just big tech names.Inc. - Jan. 2
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SoFi’s stock sinks as profitability outlook falls short
SoFi posted a mixed outlook on Monday, sending the stock sinking in early trading.MarketWatch - 52m -
Powell’s goal at this week’s Fed meeting: Don’t give Trump an easy target.
Eight days after President Donald Trump’s return to the White House, Federal Reserve officials will gather in Washington to discuss the outlook for interest-rate policy, with a goal of simply ...MarketWatch - 1h -
Oil prices tick lower after Trump pauses Colombia tariffs and investors eye tech rout
Oil futures traded slightly lower Monday morning after President Trump paused steep retaliatory tariffs that he had threatened against Colombia, a key source of U.S. crude imports.MarketWatch - 1h -
DeepSeek story is bad news for Nvidia and the microchip makers. It may be worse for these stocks.
Nuclear plays have surged over the last month and last year on AI hopes that may not come to fruition/MarketWatch - 1h -
AT&T beats subscriber numbers in another positive signal for smartphone upgrades
AT&T’s stock is rising after the company’s fourth-quarter earnings Monday showed 482,000 postpaid phone net additionsMarketWatch - 1h
More in Business
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US tech stocks head for $1tn sell-off as DeepSeek rattles investors
Financial Times - 8m -
Advances by China’s DeepSeek sow doubts about AI spending
Start-up’s model raises questions about need for huge western hardware investmentFinancial Times - 11m -
Tesla sues EU over tariffs on electric vehicles from China
Decision marks latest confrontation between Elon Musk and BrusselsFinancial Times - 26m -
Bitcoin tumbles below $98,000 in risk-off move as Nasdaq stocks are crushed
Crypto is in a cooling period after running to a new record last week and was pulled lower by the DeepSeek-driven sell-off in tech stocks.CNBC - 40m -
Nvidia falls 12% in premarket trading as China's DeepSeek triggers global tech sell-off
DeepSeek launched a free, open-source large-language model in late December, claiming it was developed in just two months at a cost of under $6 million.CNBC - 42m