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Trump, in January, said "inflation has been defeated." Wall Street is now bracing for a 0.9% monthly CPI surge — the steepest since June 2022.
CoreWeave (CRWV) shares jump on a massive $21B AI cloud deal with Meta Platforms and plans for $4.25B in new debt offerings. Read more.
Nvidia deepens telecom push with its AI Grid model, but analysts say monetization remains the key test for telcos.
AI chipmaking hits a wall: advanced packaging. Learn why shipping U.S. chips to Taiwan for final assembly is a major supply chain risk.
Kobeissi Letter highlights billionaire stock underperformance, S&P 500 rebound potential, mega-cap tech gains, and market reaction to Iran ceasefire.
Kia America to deploy Boston Dynamics' Atlas humanoid robot at Georgia plant in 2029, with plans to expand to other factories.
Gene Munster says SpaceX is building the world's only "sovereign AI" by controlling chips, models, data and distribution end-to-end.
A federal appeals court handed the Donald Trump administration an interim win by allowing the Pentagon to keep Anthropic blacklisted.