Market News

Nvidia And The AI Infrastructure Boom Just Hit A New Gear

Nvidia closed at a record high as AI infrastructure stocks rallied broadly, with Ciena jumping nearly 14% and Nebius gaining over 7% after Marvell raised its long-term revenue target to $70-90 billion by

Metas Muse Just Became Wall Streets Favorite AMD Catalyst

Citigroup raised its AMD price target to $800 from $575 and lifted its 2030 CPU market forecast to $300 billion, pointing to Meta's Muse and other AI agents as a new source of CPU demand, sending AMD to

Why Anthropics IPO Prospectus Revealed a 42 Billion Dollar Loss and a Bigger Bet

Anthropic has published its IPO prospectus, revealing a $42 billion net loss for 2025 and plans to spend $518 billion on compute and infrastructure in coming years, targeting a valuation north of $2 tril

Why Amazon Opened Seller Central to Claude Just Days After Blocking Metas Muse

Amazon has opened its Seller Central APIs to outside AI agents, launching a US beta plugin that lets sellers manage inventory, pricing, listings and analytics through Anthropic's Claude or Amazon's own Q

China Is Slowing Down Its Humanoid Robot IPO Rush

Chinese regulators are quietly holding back new humanoid robot IPOs through informal "window guidance," after Unitree Robotics shares soared fivefold at listing then slumped 55%, prompting scrutiny of wh

Major Banks Are Warning Regulators About AI Shopping Bots

Bank of America, NatWest, ING, Capital One and other major lenders have jointly warned that AI shopping agents are outpacing fraud and privacy protections, calling for mandatory disclosure and transparen

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