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Oracle and Nvidia just supplied what this market rarely gets in AI: concrete capacity, financing, and counterparties. That matters more than another round of vague enthusiasm.
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Anthropic CEO Dario Amodei says the AI industry has to slow down, and Sam Altman and Elon Musk agree. Ejaaz Ahamadeen walks through what "We Must Pace the Frontier" actually proposes, from embedded third-party evaluators to a deal with China, then gives the critics a fair hearing: IPO timing, regulatory capture and open source.
The S&P 500's latest trip back to near-record territory has been powered by a surprisingly small number of stocks.
US stocks ended lower on Wednesday as Treasury yields climbed to multi-year highs, adding to concerns that the Federal Reserve could raise interest rates again at its October meeting. The Dow Jones Industrial Average fell 352.10 points, or 0.68%, to 51,511.59.
Plus, oil's streak ends and McDonald's outlines a spending plan
Stocks fell as the 10-year Treasury yield jumped back over 5% to the highest level since 2007.
The 10-year benchmark, which has a broad impact on borrowing costs across the economy, rose as high as 5.14%, an intraday level last seen in July 2007.
Rising diesel prices have been a “silent killer” for Americans' wallets — but they could get louder soon, as prices for the fuel continue to shatter records.
Treasury yields surged Wednesday, signaling potential broader impact on the U.S. economy, particularly for consumers. Rates along the curve hit highs not seen in years, with implications for longer- and shorter-term borrowing costs.
The 10-year Treasury yield touched 5% this week, its highest since 2007, and this panel disagrees about what that means. Talley Léger of The Wealth Consulting Group argues it would take a double-digit yield to break a market with earnings this strong, and that the bubble is in the bubble talk.
I think the market is giving too much credit to a potential reopening of the Strait of Hormuz after a U.S.-Iran deal and where the 10-year Treasury yield goes next. Saudi Arabia has already restarted its East-West bypass pipeline, capable of moving roughly 5 million barrels per day.
The Fortress Investment Group-backed railroad plans a bankruptcy filing after struggling under $5.5 billion of debt and slow ridership growth.
As AI shifts from technology that talks to technology that acts, Rosenblatt Securities Analyst Catharine Trebnick says securing autonomous agents is becoming a major new opportunity for cybersecurity companies. She discusses growing demand for products from CrowdStrike and Palo Alto Networks that track AI agents, identities and permissions, and explains why increasingly capable frontier models are more likely to strengthen established cybersecurity platforms.
Morgan Stanley's Adam Jonas says the convergence of AI and robotics could have a transformational impact on the global economy, potentially multiplying GDP as physical AI spreads across transportation, manufacturing and everyday life. He discusses why the robotics race is inseparable from rebuilding US manufacturing, where China holds an advantage across key supply chains, and how Tesla and SpaceX could play complementary roles in a future where billions of connected robots perform more AI inference at the edge.
As Xi Jinping visits President Trump in Washington, his country lags behind the United States on A.I. development in key areas — but Beijing has advantages elsewhere.
Trump's stock and bond portfolio is independently managed by third-party financial institutions.
Optical Cable Corporation is upgraded to Buy as operating leverage and margin expansion signal profitability improvements. OCC delivered record Q3 revenue of $24.3M, up 22% YoY, with gross margin reaching 37.4% and net margin at 7.6%. Despite a flat sequential backlog, demand in enterprise and data center markets is strong, with management citing growth post-quarter.
Xi Jinping and Donald Trump will sit down this week to hash out a plethora of thorny issues from trade to Taiwan. One thing both sides agree on: neither can afford to tap the brakes on AI.
LTM faces currency volatility, surging fuel costs and margin pressure as capacity growth and legal disputes add further uncertainty.
Santa Ana Global Enterprises is targeting $16 million in a U.S. IPO to fund early-stage mixed-use real estate projects across Latin America. STNF is pre-revenue, with all projects in pre-development and no ground broken, making the investment highly speculative. IPO proceeds will primarily repay debt and provide limited capital for growth but are insufficient for full project buildout.
CNBC's Rick Santelli breaks down the latest bond auction from the U.S. Treasury Department.
Meta launched Muse, its latest AI agent, less than two weeks ago – but downloads of the bot have already soared past rivals.
When Trump meets Xi this week, a tariff truce set to expire in November turns a state visit into a live portfolio event, and two giant S&P 500 stocks sitting on opposite sides of the China trade stand to move
Nvidia CEO Jensen Huang believes AI firms should not receive exemptions from antitrust or liability laws, according to a podcast released on Wednesday.
New York, New York--(Newsfile Corp. - September 23, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Disc Medicine, Inc. (NASDAQ: IRON) resulting from allegations that Disc Medicine may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Disc Medicine securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
New York, New York--(Newsfile Corp. - September 23, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Beta Bionics, Inc. ("Beta Bionics" or the "Company") (NASDAQ: BBNX) on behalf of investors that purchased or otherwise acquired Beta Bionics common stock between July 30, 2025 and February 24, 2026 (the "Class Period"). CLICK HERE TO JOIN THE CASE If you are an investor in Beta Bionics and have suffered losses, you may CLICK HERE to contact us.
Intel Corporation is reiterated as a Buy, with its turnaround gaining momentum and recent developments justifying valuation expansion. $23B stock offering funds strategic Foundry investments and helps to support the long term growth story. Potential SK hynix collaboration and robust U.S. manufacturing footprint position Intel favorably given current market dynamics.
RADNOR, Pa., Sept. 23, 2026 (GLOBE NEWSWIRE) -- Mineralys Therapeutics, Inc. (Nasdaq: MLYS), a biopharmaceutical company focused on developing medicines to target hypertension and aldosterone-related adverse outcomes in comorbid conditions such as chronic kidney disease (CKD), obstructive sleep apnea (OSA) and other diseases driven by dysregulated aldosterone, today announced that new long-term efficacy and safety data from the Company's ongoing Transform-HTN open-label extension trial of the aldosterone synthase inhibitor lorundrostat will be featured in a late-breaking science presentation at the American Heart Association Scientific Sessions 2026, taking place November 6-9 in Chicago, IL.
SAN RAMON, Calif.--(BUSINESS WIRE)--Grid Dynamics Holdings, Inc. (Nasdaq: GDYN) (“Grid Dynamics”), a premier AI transformation partner for the Fortune 1000, announced today that it is co-hosting the Physical AI Summit alongside NVIDIA, EAIGG, and BGV. The invite-only working forum will bring together participants from enterprises, Physical AI startups, and investors on September 24, 2026, at the Wells Fargo Innovation Center in Menlo Park, CA. Centered on the theme "From World Models to Real-Wo.
SAN FRANCISCO--(BUSINESS WIRE)--Stitch Fix, Inc. (NASDAQ: SFIX), the leading online personal styling service, today announced its financial results for the fourth quarter and full fiscal year 2026 ended August 1, 2026. “Fiscal 2026 was a transformative year for Stitch Fix. We closed the year as a significantly healthier business, with a strengthened operating foundation, along with a reimagined client experience and more compelling assortment,” said Matt Baer, CEO, Stitch Fix. “Full-year revenu.
This is the social media company's agentic AI model. It's been a popular app for users to download.