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News
AI Demand's Big Test
2+ hour, 39+ min ago (167+ words) Seeking Alpha Good morning! Here's the latest in trending:Dollar for dollar: Canada unveils tariffs on ~$20B of U.S. imports, from steel products to seafood.Fueling hope: Oil slides as Iran and Oman discuss temporarily reopening the Strait of Hormuz.Achilles' heel:…...
Wall Street's buying streak ends as BofA sees $5B single-stock exodus (SPY:NYSEARCA)
1+ hour, 3+ min ago (22+ words) BofA flow data shows investors turning net sellers of U.S. stocks as markets pull back—tech outflows rise while Value ETFs gain....
Meta considered slashing teams up to 60% in AI push, report says (META:NASDAQ)
2+ hour, 18+ min ago (94+ words) Seeking Alpha To make its workforce “AI native,” Meta (META) explored slashing the size of many teams across the company by as much as 60% in two waves, internal documents show, according to Reuters. Staff revolted - and hours before a big…...
Navitas Semiconductor: The Grid-To-GPU Power Transition Can Transform A Tiny Revenue Base
2+ hour, 45+ min ago (149+ words) Seeking Alpha - Navitas Semiconductor is rated a speculative buy, reflecting high AI power growth potential but a valuation that already prices in significant success. - NVTS's integrated GaN and SiC technology stack uniquely positions it to capture value across both high-voltage…...
Big Tech Off-Balance Sheet Concerns
3+ hour, 10+ min ago (88+ words) Seeking Alpha - Media outlets like WSJ and Financial Times have been covering big tech’s growing affinity towards off-balance sheet financing in recent weeks. - Amazon is currently the only company that actually discloses all its commitments in each of the next…...
Moonshot mulls revenue-sharing deals with Microsoft, Amazon, Google
4+ hour, 36+ min ago (90+ words) over Kimi K3 AI model: report Seeking Alpha Moonshot AI is negotiating revenue-sharing agreements with Microsoft (MSFT), Amazon (AMZN), and Alphabet's (GOOG) (GOOGL) Google that would allow the U.S. cloud companies to host the Chinese startup's Kimi K3 AI model, Reuters reported,…...
AI mania makes room for the debasement trade (SPY:NYSEARCA)
4+ hour, 58+ min ago (58+ words) Seeking Alpha zimmytws/iStock via Getty Images Store-of-value ETFs are climbing back among the most-traded funds as semiconductor ETFs lose some of their summer dominance, Bloomberg Intelligence ETF analyst Eric Balchunas said. Balchunas said GLD and IBIT were back in…...
AI's Bar Mitzvah Moment: From Hype And Hope To Business Questions
5+ hour, 52+ min ago (13+ words) Seeking Alpha...
America's New Luddites Are Coming For The AI Data Center Boom
6+ hour, 15+ min ago (144+ words) Seeking Alpha - Public opposition to new data centers is surging, with 61% of U.S. adults now against local construction—up 12 points since spring. - Contrary to popular belief, data centers have not raised electricity rates and use minimal water compared to other industries....
Robotics startup Generalist hits $3B valuation after fresh funding - report
7+ hour, 51+ min ago (12+ words) Seeking Alpha...