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3 mins read

EVs aren't exciting anymore. Investors want to hear about software.

EV hype on Wall Street is changing shape as companies use software to set themselves apart.

Nora Naughton   


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3 mins read

The AI boom will push America's shaky power grid to its limit

"The cost of that Gen AI architecture is freaking out of control," Baird strategist Ted Mortonson t…

Matthew Fox   


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1 min read

Investors are hoping the power of Xi's personal attention will rescue China's floundering markets

China's market regulators will be meeting with Chinese leader Xi Jinping himself, stoking hopes of …

Huileng Tan   


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2 mins read

AI will power the S&P 500 another 27% higher before peaking next year, research firm says

The benchmark index still has room to grow as the rising AI bubble will keep driving stocks higher,…

Filip De Mott   


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5 mins read

Inside China's plan for AI: shape reality and enforce its power

The Chinese government has final sign-off on large language models and the data they were trained o…

Dan DeFrancesco   


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4 mins read

Walmart's latest power move leaves some employees in limbo

Walmart's return-to-office mandate isn't just another big company reversing pandemic-era remote wor…

Dominick Reuter,Tim Paradis   


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2 mins read

Apple's WWDC will be its most anticipated event in a decade. Here's what investors want to see.

Apple's WWDC is its "most-anticipated" event in years, one analyst said. It needs an AI announcemen…

Jordan Hart   


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2 mins read

Recession isn't happening as the US economy is the most dynamic it's been in history, 'The Big Short' investor Steve Eisman says

Economists who have called for a recession have been wrong and the economy is solid, Steve Eisman s…

Jennifer Sor   


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5 mins read

Jamie Dimon might finally be ready to call it quits

The comings and goings of Wall Street executives are common, even at the highest levels. But Dimon …

Dan DeFrancesco   


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3 mins read

The new power figures in hedge funds do not manage money

The hedge-fund industry's newest rock stars don't manage money. That and more in today's newsletter.

Matt Turner   


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1 min read

US stocks climb as investors cheer Fed outlook and power the Dow to new highs

The Dow hit an all-time record Wednesday after the Fed signaled 75 basis points of rate cuts are on…

Phil Rosen   


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3 mins read

Andreessen Horowitz investor says half of Google's white-collar staff probably do 'no real work'

Andreessen Horowitz's David Ulevitch called Google an "amazing example" of a company with "BS jobs."

Sarah Jackson   


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2 mins read

A Yale professor is slamming Bill Ackman's campaign against Harvard, calling the billionaire investor an 'odious' oligarch

"Time to stand up to people like him. He's odious," said Yale public health professor Gregg Gonsalv…

Kwan Wei Kevin Tan   


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5 mins read

Investors and execs eye Trump's potential return to the White House

Former President Donald Trump dominated the South Carolina GOP primary. Here's what a Trump win in …

Dan DeFrancesco   


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2 mins read

The stark contrast between Meta and Tesla earnings reactions reveals the uncanny power of Musk's promises

Elon Musk managed to turn around Tesla's stock slide with a couple promises.

Nora Naughton   


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2 mins read

Sensex declines 352 points on profit taking, weak global trends

Closing in the red for the second straight session, benchmark Sensex on Monday declined 352 points …

PTI   


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2 mins read

Sensex and Nifty open in the green: Wipro, M&M and Bajaj Auto top gainers

The Sensex opened 73.11 points up at 72,517.06, while the Nifty began 42.50 points higher at 22,082…

ANI   


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2 mins read

The stock market's bull rally could last another 5 years, but it'll end in a 'spectacular bursting of a bubble,' veteran tech investor Gene Munster says

"The concept of a machine to be able to function with general intelligence to me is a 2x bigger fac…

Matthew Fox   


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1 min read

Companies are issuing tons of debt to pay their private equity owners and their investors

US firms offloaded $8.1 billion worth of junk-rated loans to pay investors last month, surging past…

Yuheng Zhan   


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5 mins read

Big-name investors are betting AI gadgets could change the way we interact with tech

What if you could wear artificial intelligence around your neck, hold it in your pocket, or pin it …

Dan DeFrancesco