The AI buildout has an appetite for capital that keeps surprising even the people funding it. Every quarter brings a bigger number, wider spending guidance, and a fresh round of questions about where all that money is actually coming from. One of Wall Street‘s largest banks just tried to answer that question directly. And the
Nvidia (NVDA) stock investors have spent months worrying that the relentless AI boom is leaning too heavily on the chipmaker’s own balance sheet. The AI giant sells the GPUs, but it was also investing in clients and supporting financing structures linked to the same ecosystem, scooping up those chips. That birthed the AI circular financing
Sunrise Energy Metals (SRL) is a small Australian miner most investors have never heard of, until recently. The company just secured a conditional $400 million loan commitment from the U.S. Department of Defense (also branded the Department of War), and its stock responded with one of the sharpest single-day moves on the Australian market this
Home sales in July experienced their strongest annual gain of 2026 — up 7% — according to real estate technology company Zillow, which also predicted rising mortgage rates that could dampen expectations following the positive housing market development. “Unless they reverse course, mortgage rates will be higher than last year in August, likely enough to
SpaceX‘s first earnings call put the wireless industry on notice. SpaceX CEO Elon Musk and COO Gwynne Shotwell said Starlink was coming for Verizon, AT&T, and T-Mobile. They cited a $600 billion U.S. wireless market and said they expected to take customers from all three. Wall Street took it seriously enough to sell telecom stocks
Dick’s Sporting Goods stock (DKS) got a fresh vote of confidence from Wall Street this week, and the timing is unusual. The upgrade landed just two weeks before the company reports earnings that the same analyst expects to look weak. That mismatch is the whole point. Wells Fargo is telling investors to look past a
Greg Abel took over as Berkshire Hathaway’s chief executive on January 1, 2026, inheriting a cash position unlike anything in the conglomerate’s six-decade history. Berkshire’s cash and short-term Treasury holdings climbed to a record $397.4 billion by the end of March, up from $373 billion at year-end 2025. Berkshire’s stock was up about 3% year-to-date
Riot Platforms (RIOT) has built its company for years around one exceedingly volatile asset: Bitcoin. Artificial intelligence may be offering it a completely unique future. Riot has signed a deal with Anthropic, the company behind Claude, to offer 191 megawatts of data-center capacity at its Rockdale, Texas, site, Barron’s reported, in a deal worth about
About 20 million barrels of petroleum liquids pass through the Strait of Hormuz every day. That is roughly 20% of global oil consumption moving through a waterway just 21 miles wide at its narrowest point. Iran sits on one side of it. That geography has given Tehran one of the most powerful pieces of economic
Duolingo’s latest quarter gave investors fresh evidence that user growth is accelerating, but one Wall Street firm still sees a problem with what the market is paying for the language-learning company. Duolingo (DUOL) reported second-quarter revenue of $298.5 million, up 18% from a year earlier, while total bookings rose 8% to $289.1 million. Daily active