AI trade concentration makes diversification elusive, J.P. Morgan strategist warns
Genuine diversification from AI is hard to find, limited to treasuries, gold, core real estate, and European equities, says J.P. Morgan's Santos.
Genuine diversification from AI is hard to find, limited to treasuries, gold, core real estate, and European equities, says J.P. Morgan's Santos.
MrBeast's Beast Industries signs multi-year deal with Google to feature Gemini AI in a survival challenge, but AI is not used for content creation.
Binance founder CZ sees speculative capital returning from AI to crypto; River model forecasts Bitcoin at $840,000 in five years.
Commerce Secretary Lutnick says Trump administration trusts Anthropic, ending feud. IPO could come as soon as late September.
OpenAI confirmed its Astra model meets the Critical cybersecurity threshold and plans to release it with safeguards.
Palo Alto Networks CEO says $5 trillion in AI capex requires a wholly new security stack, as quarterly results beat estimates.
Elon Musk announced Grok 4.7 release in 10 days, claiming it will surpass all current AI models, citing SpaceX data advantage.
Institutional research desks use proprietary data invisible to retail traders, creating a structural gap that retail traders can work around by focusing on…
Broadcom reports Q3 earnings with analysts expecting $29.241B revenue, but money flow shows institutional selling and stock sits in a descending channel.
Dell shares jumped over 10% in after-hours trading after reporting a massive earnings beat and raising full-year guidance on soaring AI demand.
Meta's ad revenue grew 27% to $59.36B, narrowing the gap with Alphabet's Google Search; analysts still favor Alphabet due to AI spending.
Anthropic released Claude Fable 5.1, blocking new accounts from editing conversation history to prevent model copying.
Allbirds rebranded as Smartbird, an AI company, but its stock has collapsed to pre-pivot levels.
Apple alleges a former engineer stole files and gave them to OpenAI; the case now involves over 400 ex-Apple employees.
Trump warns that towns rejecting data centers will be 'backwards and poor' and says China benefits from the opposition.