12+ hour, 51+ min ago   (229+ words) The industry's loudest weekend safety statements turn out to have been building on months of quiet, coordinated talks between the three biggest labs. Ripple's RLUSD stablecoin hit a fresh all-time high supply of $2.442B this week, even as XRP price lags....

15+ hour, 11+ min ago   (287+ words) Musk is reaffirming an aggressive timeline to put Nvidia powered AI computers into orbit next year, a bet on space based compute that keeps both companies' fortunes increasingly intertwined. Elon Musk said he is highly confident that SpaceX will be…...

2+ day, 18+ hour ago   (381+ words) US stocks finished sharply higher on Friday, snapping a four-day losing streak despite a hotter-than-expected CPI report. Although the inflation data pushed the probability of another Federal Reserve rate hike toward 90%, Treasury yields backed away from their session highs, oil…...

3+ day, 16+ hour ago   (160+ words) Huang says Nvidia isn't buying its own demand, but the scale of its investment web means the question isn't going away. Descartes' record Q2: revenue $201M (+12%), EPS 57c, EBITDA margin 46.9%, with two acquisitions. Oracle shares jump 7% on earnings beat as cloud infrastructure revenue…...

1+ week, 3+ day ago   (1146+ words) I don’t know a lot about Bloom Energy, which trades under the ticker BE. However, thanks to AI, I can quickly learn what the company does, who its customers are, and how its business is performing. That is useful information....

4+ day, 5+ hour ago   (1624+ words) That company-specific debate is happening against a difficult market backdrop. Brent crude remains above $100, the U.S. 10-year Treasury yield is around 4.84%, and investors are waiting for Thursday's U.S. producer price inflation report at 08:30 ET. Higher oil prices and bond yields can make…...

4+ day, 1+ hour ago   (897+ words) Oracle reports its fiscal first-quarter 2027 results after the US market close today, putting the software and cloud infrastructure giant back in the spotlight as investors try to determine whether its aggressive AI investment cycle is translating into sustainable growth. Consensus…...

4+ day, 9+ hour ago   (541+ words) Just last week, I highlighted the tectonic shift taking place in the global bond market in arguing that markets may have to get used to an era of structurally higher yields. And yesterday's announcement from the US Treasury offers another…...

4+ day, 23+ hour ago   (235+ words) This is like the start of a sci-fi horror movie. Reuters reports that six sets of independent researchers have discovered that OpenAI's rogue agents were running wild on the internet, communicating on 10 additional undisclosed websites. "It's almost certain that there's…...

5+ day, 3+ hour ago   (323+ words) There weren't any major headlines on the session with little on the economic calendar to work through in Europe this morning. The broader market focus remains on the US CPI report this coming Friday, though we will also have the…...