7 Reasons Pershing Square (PS) Looks Pricey After Ackman Spotlighted AI Holdings

Pershing Square stock reacts to focus on concentrated portfolio and AI-linked holdings Pershing Square (PS) is back in focus after Bill Ackman spotlighted the hedge fund’s concentrated portfolio of seven stocks and emphasized key positions in Microsoft and Meta tied to artificial intelligence themes. See our latest analysis for Pershing Square. Pershing Square’s recent Microsoft and Meta commentary comes after a sharp rebound in momentum, with the stock posting a 56.53% year to date share...

Nvidia-backed company nearly doubles valuation in new funding round

Former Bitcoin miner Firmus has raised $2 billion in fresh equity funding, nearly doubling its valuation as investors continue pouring capital into artificial intelligence infrastructure. The Aug. 7 funding round included follow-on participation from Nvidia and Coatue Management, alongside funds ...

Data Center Firm Switch to File Confidentially for IPO

(Bloomberg) -- Switch Inc. filed confidentially for a US IPO, according to people familiar with the matter, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shipping Reached With OmanWalmart Tests Fulfillment Ca

US intel assesses Putin could launch attack aimed at testing NATO unity

OpenAI Pauses Some Work on New Astra Model Over Cyber Concerns

(Bloomberg) -- OpenAI is pausing some internal work around one of its upcoming artificial intelligence models to implement stricter safeguards after the system was found to be significantly more adept at cybersecurity tasks. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesWhy Do Da

Silvaco Group Q2 Earnings Call Highlights

Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m

Alphabet’s Cloud vs Meta’s Superintelligence: Who Wins Q2?

Google and Meta both reported blowout Q2 revenue growth, yet only one of them left investors rattled and sitting on a year of losses. The divergence between their AI bets reveals a fundamental split in how Big Tech survives the spending era.

Microsoft, Amazon, Meta, Google Are 'Collectively Overinvesting' In AI: 'That's Betting, Not Investing,' Says 'Dean of Valuation'

Aswath Damodaran, the NYU Stern professor known as the “Dean of Valuation,” says Big Tech is “collectively overinvesting” in artificial intelligence, driven as much by fear of being left behind as by any clear path to profit. Speaking on the...

Google’s $200 Billion Financing Web Gives It a 2.2-Point Borrowing Moat Over Nvidia-Backed Rivals

The true competitive advantage in the race for artificial intelligence dominance is not found in the raw performance of a seventh-generation chip, but in the cost of capital required to deploy it. A structural 2.2 percentage point borrowing cost advantage separates Google-backed infrastructure projects from those reliant on Nvidia-backed neocloud financing. While the industry fixates […]

While everyone chases Nvidia, Caterpillar just showed where AI money goes next

For the past two years, investors have treated artificial intelligence as a technology story. If you wanted exposure to the AI boom, you bought Nvidia (NVDA). Maybe Microsoft. Perhaps Broadcom or AMD. The winners all seemed to make chips, servers, or software. Caterpillar (CAT) just proved that ...