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What happens all around us affects the markets – and what affects the markets affects our financial security. Keep in touch with everything of interest that’s happening from a wide variety of general news and financial sources curated by our team.
The world is ever-changing: keep up with what’s happening right here, your “one stop shop” for everything we’ve spotted that can affect the markets.
Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.
After three years of selling more than he bought, new Berkshire CEO Greg Abel just broke the streak in dramatic fashion, pouring billions into a single tech giant that Warren Buffett himself quietly identified as the target.
The August earnings cycle just revealed something unusual about the three hyperscalers: their backlogs are growing faster than their revenue, and one trades at a valuation that makes the other two look expensive by comparison.
Investing.com -- The Trump administration has urged Apple (NASDAQ:AAPL) not to purchase memory chips from Chinese manufacturers as the iPhone maker seeks supplies amid an AI-driven shortage, the Wall Street Journal reported exclusively on Friday.
The artificial-intelligence boom is sold to investors as one of the broadest technology shifts in decades. And a shockingly substantial part of the answer may lie with just two corporations, says Steve Eisman. The investor best known for betting against the U.S. housing market before the financial ...
CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.
Investing.com -- Artificial intelligence is more likely to replace individual tasks than entire occupations, limiting the risk of widespread job destruction, BofA Global Research said in a report examining employment across 206 US industries.
According to the firm’s filing with the Securities and Exchange Commission, Berkshire lifted the combined GOOGL and GOOG position to about 106 million shares.
In August 2026, JFrog reported Q2 results showing revenue rising to US$163.77 million with a sharply smaller net loss, while also issuing higher full-year revenue guidance and highlighting accelerating demand for its cloud and security offerings amid AI-driven software development. JFrog’s upcoming swampUP 2026 conference in New York, featuring security and AI leaders from Anthropic, Microsoft, NVIDIA and others, underlines its push to position the platform at the center of securing AI-era...
A Maryland state tax court has struck down the state’s first-in-the-nation tax on digital advertising and ordered state officials to repay the tax money already collected from big tech firms. The Maryland Tax Court said the tax violates the federal Internet Tax Freedom Act as well as the First Amendment and the commerce and due process clauses of the U.S. Constitution. Maryland estimated the tax, approved in 2021, could raise about $250 million a year to help pay for a sweeping K-12 education measure.
Management put a number on the board so big it forces a question, and the market is paying up as if it's a sure thing.
Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Vertiv (VRT) and Broadcom (AVGO), as companies continue to invest heavily in their AI futures.
Institutional investors pulled back slightly from key stock market segments such as semiconductors, AI infrastructure and megacap technology companies during the second quarter, with few big bets in either direction, U.S. Securities and Exchange Commission filings show. A Reuters analysis of quarterly 13F filings from 6,371 pension funds, hedge funds, wealth managers and other institutional investors reveals a narrow gap between the number of investors increasing their positions and those reducing them, but in many cases the gap swung slightly negative. Nearly 44% of filers reviewed trimmed their holdings of the Magnificent Seven group of megacap tech firms such as Microsoft and Meta Platforms, while 42% initiated or expanded their holdings of this group.
Berkshire’s Alphabet stake—consisting of the search giant’s voting and nonvoting shares—rose about 80% in the quarter to 106 million shares, reflecting a purchase directly from Alphabet in June and open-market buys, based on a 13-F report with the Securities and Exchange Commission late Friday. Berkshire was a seller of part of its sizable stake in Bank of America cutting it by 30 million shares to 483 million shares now worth about $31 billion.
Clear Street Managing Director Owen Lau compares Databricks to Android as an open-source alternative to Snowflake, while outlining the margin pressures and ROI debates surrounding its serverless AI model following a $190 billion valuation.
Here is a way to collect a steady income stream from Adobe stock right now, which you keep no matter what, while lining up a chance to buy this creative software giant at a deep discount if its turnaround stumbles.
This data-software powerhouse is delivering leading growth, but the market is already charging a leading price for the privilege.
Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced Micro Devices and SpaceX during the second quarter, according to regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • It trimmed its Microsoft stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million shares.
Jefferies sees pressure from rising component costs and fewer opportunities to lift iPhone pricing through radically differentiated hardware.
Google’s Pixel 11 puts Gemini at the heart of its smartphone strategy as Alphabet looks to expand AI adoption and challenge Apple’s ecosystem.
A stronger demand signal hides a tougher long-term question
A Maryland court on Friday struck down a 2021 law that imposed taxes on digital ad sales and ordered the state to provide refunds to Google, Peacock and Apple, which challenged the statute.
Vanguard swapped the benchmark powering one of the most popular growth ETFs on the market, and most holders never saw it coming. What looks like a paperwork formality could quietly reshape which companies sit inside your portfolio over time.
In recent days, Informative Research announced it joined Fair Isaac’s FICO Mortgage Direct License Program while Alogram Inc. made its fraud intelligence suite available through FICO Marketplace, broadening access to FICO Scores and AI-driven decisioning tools for lenders and enterprises. Together, these moves expand the reach of FICO’s platform and mortgage ecosystem, potentially deepening client integration by embedding FICO-powered scoring and fraud insights more directly into lending...
Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo