Anthropic Slashes Claude Haiku 5.5 Price 75% Amid IPO Criticism
Anthropic launched cheaper Claude Haiku 5.5 as New Constructs calls its $2 trillion IPO 'most ridiculous of 2026'.
10 min ago9 min read
Equities News
Global stock markets: index moves, earnings, analyst targets and the policy and rate backdrop driving them.
European shares plunge as bond market selloff intensifies
European stocks opened sharply lower as bond yields hover near multi-decade highs, with Italy leading declines.
1 h ago7 min read
Dan Ives' 5 Top Tech Stocks for 2027 Include One That More Than Doubled
Analyst Dan Ives selected five tech stocks as his top picks for 2027, including CrowdStrike which surged 126% in 2026.
1 h ago11 min read
Fidelity's Timmer Flags Potential 35% Q3 Earnings Surge Amid Falling Valuations
Fidelity's Timmer sees potential 30-35% Q3 earnings growth, but the market's P/E multiple has fallen 10% year-over-year.
3 h ago10 min read
Consumer Stocks Could Rally After AI Trade Fades, Rogers Says
Ariel Investments' John Rogers says overlooked consumer stocks like J.M. Smucker will shine when the AI bubble bursts, citing deep discounts.
3 h ago9 min read
Burry Says Anthropic Valuation Buys 78 S&P 500 Firms, Calls It a Bubble
Michael Burry says Anthropic's valuation could buy 78 profitable S&P 500 firms and calls it a bubble.
4 h ago9 min read
Samsung posts record 107 trillion won quarterly profit, shares dip 0.7%
Samsung Electronics posted a record quarterly operating profit of about 107 trillion won, but shares fell 0.7% as some investors had expected a larger beat.
5 h ago15 min read
Cramer: Goldman's SpaceX Target Boost Shows Analysis Was Rigorous
Goldman raised its SpaceX target to $230; Cramer says this proves earlier $220 had rigor.
6 h ago7 min read
CICC forecasts strong A-share opening after Golden Week, citing three reasons
CICC forecasts a strong A-share opening after the National Day holiday, citing overseas gains, stable data, and earnings.
8 h ago13 min read
Webull Stock Sinks 19% on House Panel China Data Risk Allegations
House panel report on China data risk sent Webull shares down 19.1%. Webull disputes the report's accuracy.
9 h ago9 min read
Micron could nearly triple as D.A. Davidson raises target to $3,000
D.A. Davidson analyst Gil Luria raised his Micron price target to $3,000, implying nearly 200% upside, based on a growth-stock multiple as AI demand upends…
10 h ago14 min read
Goldman Sachs: AI infrastructure delivery now the main challenge
Goldman Sachs investors see AI power demand as settled, with delivery now the key constraint on infrastructure buildout.
11 h ago15 min read
Wall Street slips a day after record-setting close
Major U.S. stock indices fell Wednesday after record closes, with the Dow down 0.66% and small-caps weaker. Treasury yields were mixed despite a strong…
12 h ago16 min read
Lumentum Stock Surges 570% in 12 Months, Outpacing Nvidia and Micron
Lumentum shares soared about 570% in a year, outperforming Nvidia and Micron, driven by AI infrastructure demand.
16 h ago9 min read
OpenAI Tests Model on 4,000 Unsolved Math Problems
OpenAI gave an unreleased AI model 4,000 unsolved math problems, resulting in 722 manuscripts. The move highlights AI's growing capability in original research.
16 h ago9 min read