Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Stratification at the frontier model level will have consequences for partner companies, customers and suppliers, analysts say.
Hedge funds are about to jump into prediction markets in a big way
Cantor Fitzgerald will be one of the first investment firms providing its clients institutional trading on prediction market platform Kalshi.
Marvell’s stock pops 10% on AI chip deal that lets Google buy up to $12.2 billion in shares
Google and its competitors have been pursuing custom chips to improve efficiency and reduce reliance on Nvidia.
Carvana shares are under pressure this week as Mark Walter probe fuels investor jitters
The scrutiny raised questions about what could happen to Walter’s Carvana position if fallout from the investigation pressures him to raise cash.
Nvidia plays matchmaker in Nordics, sources tell CNBC, as AI data center deals boom in region
Nvidia is trying to connect GPU customers with Nordic data-center operators as cheap power and available land fuel the region’s AI infrastructure boom.
Treasury doubles debt buybacks as Bessent moves to steady bond market
The announcement targets the sensitive longer-duration part of the Treasury market.
Short-dated debt still offers value amid global bond rout, says UBS. Here’s why
As the longer end of the yield curve looks increasingly capricious, short-term bonds may offer a solution to uncertainty later down the line, according to UBS.
U.S. retreat from global order ‘eroding’ European competitiveness, central bank boss warns
ECB chief Christine Lagarde called for better integration across the region if Europe wants to compete in the age of AI.
Retail investors aren’t entirely giving up on AI trade, but they appear more cautious
Mom-and-Pop investors remain bullish on AI and tech, but some are adding downside protection.
Cancer vaccine from Moderna, Merck shows promise in late-stage trial; both stocks soar
The combination regimen significantly extended the time patients lived without their melanoma returning, compared with Keytruda alone.
