Latest in Big tech is spending billions on AI. How much time will Wall Street allow for the payoff
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AI stocks plunge as China's DeepSeek sends shock wave through Wall Street
A Chinese AI company called DeepSeek is sending a shock wave through Wall Street. Margaret Brennan explains.CBS News - 22h -
DeepSeek disrupted the AI disruptors, but don't count out Big Tech just yet
DeepSeek's new model poses some serious questions about the assumptions behind AI investments. But what if that's a good thing for Big Tech?NBC News - 2h -
MAGA’s Big Tech Divide
The journalist James Pogue explicates the strange tensions between big tech and the new right.The New York Times - 13h -
Why more Wall Street firms are growing worried
The stock market is extremely overvaluedMarketWatch - 1d -
Tech stocks plunge as Wall Street fears stretched valuations. Will value stocks win?
U.S. stocks mostly sold off Monday, amid fears China’s AI company DeepSeek could disrupt profits for Big Tech stocks.MarketWatch - 1d -
Denmark to spend billions more on Arctic security
The move comes after President Donald Trump said he wants to acquire Greenland, an autonomous Danish territory.BBC News - 1d -
Tech stocks slump as China’s DeepSeek stokes fears over AI spending
Nvidia loses almost $600bn in market value on worries US groups are facing a ‘Sputnik moment’Financial Times - 1d -
DeepSeek rattles Wall Street. What the Chinese startup means for Nvidia, Meta and the rest of our AI stocks
We explore DeepSeek's wide-ranging implications for our investment portfolio.CNBC - 1d -
Why China's DeepSeek shocked Wall Street
News of DeepSeek, a Chinese artificial intelligence company, have impacted tech stocks in the U.S. as fears emerge that it could rival OpenAI's ChatGPT. CBS MoneyWatch correspondent Kelly O'Grady ...CBS News - 1d -
As DeepSeek fears mount, here’s how much the tech giants have already spent
Investors are spooked by Chinese AI startup DeepSeek, putting spending by Big Tech on the technology in a spotlight.MarketWatch - 1d -
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 - 2d -
Big tech is spending billions on AI. How much time will Wall Street allow for the payoff?
Earnings Watch: Meta, Apple, Microsoft and Tesla report quarterly results, as analysts start to focus more on AI results. Earnings are also due from Starbucks and Boeing.MarketWatch - 2d -
Wall Street Banks Set to Sell $3 Billion in X Loans, Sources Say
The sale will reportedly take place next week.Inc. - 3d -
Beyond Big Tech: 20 stocks to ride the AI trend
Vanguard’s chief economist suggested investors increase stock-market exposure to ride expected improvements from artificial intelligence but cautioned that technology stocks are “very highly valued.”MarketWatch - 3d -
Zuckerberg sets Meta's AI targets for the year, expects to spend $60 billion on growth
Meta CEO Mark Zuckerberg announced the company plans to invest around $60 billion to $65 billion in capital expenditures this yearCNBC - 4d -
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 - 4d -
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 - 4d -
How sidestepping Big Tech has paid off lately in these stock ETFs
ETFs that help investors minimize the heft of Big Tech stocks, or altogether avoid seven closely watched megacap companies, have outperformed in the past month.MarketWatch - 4d -
From Musk to Nadella: Trump's $500 billion AI project stirs drama among the biggest names in tech
Some of the biggest names in technology have clashed after President Donald Trump unveiled his $500 billion private AI investment project.CNBC - 5d -
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 - 6d -
Oracle, Nvidia and other Big Tech stocks jump as Trump rolls out Stargate AI initiative
President Trump announced a major AI infrastructure investment of “at least $500 billion,” signaling a willingness to work alongside large tech companies.MarketWatch - Jan. 21 -
Goldman Sachs rolls out an AI assistant for its employees as artificial intelligence sweeps Wall Street
Goldman Sachs is rolling out a generative AI assistant to its bankers, traders and asset managers, the first stage in the evolution of a program that will eventually take on the traits of a ...NBC News - Jan. 21 -
Goldman Sachs rolls out an AI assistant for its employees as artificial intelligence sweeps Wall Street
Wall Street has embraced generative AI faster than any other disruptive tech in recent years because of how adept the models are in replicating human cognition.CNBC - Jan. 21 -
‘It was pure accident’: how Chase UK’s boss went from communist Poland to Wall Street banking … via linguistics
Having left the library behind, the once budding academic talks about building JP Morgan’s UK digital lender from scratch. It all started in spring 2019, in a secret office on the seventh floor of ...The Guardian - Jan. 21 -
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 -
How Ozempic Has Forever Changed How Much People Spend on Food, According to a New Cornell University Study
Ozempic doesn’t just reduce weight. Research shows GLP-1s also changes how much people spend on food, and the types of food they buy.Inc. - Jan. 16 -
AI Agents Are Here. How Much Should We Let Them Do?
WIRED’s advice columnist cracks open the publication’s archive to consider past promises about AI agents, and to get some advice on how we can use automation while retaining our humanity.Wired - Jan. 15 -
How to assess Broadcom's China risk — plus, an economic-proof stock gets Wall Street love
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.CNBC - Jan. 13 -
Big US banks set for $31bn quarterly profit as Wall Street business booms
Trading activity boosted in final quarter of 2024 by Donald Trump’s election winFinancial Times - Jan. 13 -
Wall Street gets off to a bumpy start to 2025. How investors can prepare for more volatility ahead.
A sharp selloff in the world’s largest bond market sent shockwaves through the U.S. financial markets this week, leaving investors to ponder if that choppiness will persist throughout the new year.MarketWatch - Jan. 10 -
The Big Question: How much sick pay should companies offer?
Policies vary dramatically between different countries, but striking the right balance is hardFinancial Times - Jan. 10 -
Why are the A's spending big this winter as they relocate to Sacramento?
Brent Rooker's $60 million extension marks the latest expenditure for the typically thrifty A's.Yahoo Sports - Jan. 9 -
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 -
Microsoft expects to spend $80 billion on AI-enabled data centers in fiscal 2025
Over half of Microsoft's $80 billion in spending will take place in the U.S., Microsoft Vice Chair and President Brad Smith wrote in a Friday blog post.CNBC - Jan. 4 -
Microsoft expects to spend $80 billion on AI-enabled data centers over next 12 months
Microsoft plans to spend $80 billion in fiscal 2025 on the construction of data centers that can handle artificial intelligence workloads, the company said in a Friday blog post.NBC News - Jan. 3 -
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 -
Wall Street ends 2024 on down note but made substantial gains for the year
Wall Street ended 2024 with stocks slipping, but NBC News' Brian Cheung reports that overall, the year was good for investors.NBC News - Dec. 31
