Nvidia-backed Nscale, Anthropic in talks for $45 billion AI cloud computing deal, source says
The deal would extend Anthropic's cloud build-out while Nscale faces investor pushback over its IPO valuation amid AI-related concerns.
Reuters · +14 outlets
China's third-quarter GDP growth quickens to 4.5% as exports surge, beating estimates
Strong foreign demand for Chinese tech goods offset sluggish consumer spending, though the export boom masks weakening domestic conditions.
CNBC · +6 outlets
AI industry's mounting debt worries investors, CoreWeave exposure in focus
Concerns are growing that neocloud debt tied to AI build-outs could spread problems across the broader market.
The Verge · +14 outlets
OpenAI races to raise $30 billion ahead of Anthropic IPO, Reuters reports
The fundraising push signals escalating capital needs across frontier AI labs as competition for compute and investors intensifies.
Investing · +14 outlets
Anthropic becomes AI trade's last major IPO hope for 2026 as OpenAI delays debut
Kalshi traders now see Anthropic as the year's last big IPO, and the company is committing 5% of shares to a public benefit fund that could address AI job disru
CNBC · +13 outlets
US stocks close mixed as tech and AI-linked shares rebound after Friday's selloff
The Nasdaq and S&P 500 rose as chip and AI names recovered while the Dow slipped and Treasury yields rose, setting up a heavy week of Big Tech earnings.
MarketWatch · +14 outlets
US set to certify Boeing 737 MAX 10 on Tuesday, sources say
Certification would clear a long-delayed variant for delivery, a key milestone for Boeing's narrowbody backlog.
Reuters · +11 outlets
Trump says he would meet with Putin and Xi, criticizes Zelenskyy
The remarks come as Washington weighs energy sanctions waivers and tensions with Kyiv rise; Putin reportedly proposed a three-way summit without Zelenskyy.
CNBC · +14 outlets
Gartner analyst behind tech rout says AI returns do not yet justify neocloud build-out
The analyst's view highlights investor skepticism over whether AI infrastructure spending will generate commensurate returns.
CNBC · +2 outlets
Treasury financing plans spark Wall Street anxiety over long-end supply
Investors are watching for possible trims to 20- and 30-year issuance as bond market signals stay mixed.
MarketWatch · +1 outlets
Amazon opens AWS Trainium AI chips to PyTorch developers in challenge to Nvidia
The TorchNeuron tool aims to loosen Nvidia's software lock-in by letting developers run models on Trainium without rewrites.
TechCrunch · +12 outlets
IMF warns AI bubble could hit world economy; chief urges cooperation on AI and war risks
The warning came as global finance officials gathered at the IMF-World Bank meetings in Bangkok, where debt, AI and Ukraine dominated talks.
Futurism · +5 outlets
Oil holds near five-month high as Hormuz attacks threaten supply recovery
Crude wavered as Houthi attacks on Saudi infrastructure and Middle East supply risks offset talk of a possible waiver on Russian energy.
Investing · +14 outlets
Tesla proxy shows board preparing for a possible SpaceX merger
Tesla also asks shareholders to re-elect Musk as SpaceX earnings approach, with AI computing a focal point of both stories.
MarketWatch · +5 outlets
Three takeaways from the IMF-World Bank meetings: debt, AI and Ukraine
China, the spotlight in 2018, faded into the background as debt sustainability and AI investment took center stage in Bangkok.
CNBC · +7 outlets
Saudi Arabia postpones Davos in the Desert conference to 2027 after Houthi attacks
The delay of the flagship FII investor gathering underscores rising security and economic risk in the kingdom.
CNBC · +13 outlets
Amazon and AEP explore 960MW nuclear project in Indiana
Amazon is funding a new nuclear plant as data center operators seek firm power for AI workloads.
The Verge
US homebuilder sentiment drops to 14-year low on weak sales
The plunge in builder confidence reflects pressure from elevated mortgage rates even as some buyers remain undeterred.
Bloomberg.com