5:57 PM2 min read
AI Stocks Slide as Amodei Warns Frontier Race Needs a Brake
Investors briefly questioned the spending engine behind the AI boom after Anthropic’s CEO urged companies to slow model development.
Stocks news
Every Stocks story we have published, newest first.
81 stories in the last 24 hours
Updated 11:45 PM (Times shown in New York time (ET))
Stocks
Page 23 of 23 · 547 stories
Tuesday, September 1515 stories
- 5:38 PM2 min read
NuScale’s Next PPA Deadline May Decide Whether Investors Stay
A binding power contract with TVA would validate NuScale’s model, while another delay could expose the stock’s thin commercial foundation.
- 5:37 PM2 min read
Dell Family Office Backs $7.7 Billion Baldwin Take-Private
The insurance broker will leave Nasdaq as new owners pair patient capital with an aggressive push into artificial intelligence.
- 5:27 PM2 min read
Cohen and Khosrowshahi Put Fresh Cash Behind Their Stocks
The GameStop and Uber chiefs made discretionary purchases, but the businesses they are betting on face very different investor tests.
- 5:27 PM2 min read
AI Slowdown Fears Split Chipmakers From Security Winners
A weekend warning from AI leaders jolted semiconductor shares while investors rotated toward cybersecurity and less crowded trades.
- 5:18 PM2 min read
Novo Rebrand Sets Stage for Strategy Reset Against Lilly
Novo Nordisk is shortening its public name as it prepares investors for a sharper strategic push in the obesity-drug race.
- 5:17 PM2 min read
OKE, KMI and WMB Offer Pipeline Income Without K-1s
Three midstream C-corps combine fee-based cash flow, rising dividends and simpler 1099 tax reporting for income investors.
- 5:17 PM2 min read
Scholar Rock Clears FDA Hurdle With First Muscle-Targeted SMA Drug
ISEMBYLD approval moves Scholar Rock into commercialization after a manufacturing setback delayed its first attempt last year.
- 5:07 PM2 min read
MARA Slides as JPMorgan Questions Starwood Venture Economics
JPMorgan cut MARA to Underweight and lowered its target, reviving concerns about weak revenue and the payoff from its AI pivot.
- 5:07 PM2 min read
Applied Materials Slides as AI Spending Doubts Hit Chip Equipment
Applied Materials fell alongside major chip names after AI leaders urged a slower development pace, reviving questions about future infrastructure demand.
- 4:58 PM2 min read
Alphabet’s Nuclear Deal Is Really an AI Infrastructure Bet
A Finnish power contract gives Alphabet more than clean electricity: it buys time, capacity and certainty for an expensive AI buildout.
- 4:57 PM2 min read
AstraZeneca Trial Miss Leaves Citi Bullish on Broader Pipeline
Citi says AstraZeneca’s breast cancer setback is manageable as a narrower Etcamah launch and wider pipeline support its valuation.
- 4:46 PM2 min read
Micron Slides as AI Anxiety Ripples Through Chip Stocks
Micron’s 5.2% drop reflects a broader retreat from AI-linked semiconductors ahead of its September 30 earnings report.
- 4:45 PM2 min read
CoreWeave Faces Fresh AI Demand Test After CEO Warnings
The infrastructure provider’s huge backlog is colliding with new questions about AI’s pace, economics and capital intensity.
- 4:36 PM2 min read
ARK Rotates From Alphabet Into Meta’s Agentic AI Bet
Cathie Wood’s latest trades favor Meta’s consumer AI distribution while trimming Alphabet exposure amid a shifting search landscape.
Sunday, September 134 stories
- 8:23 PM2 min read
Ellison Scraps $7.5 Billion Oracle Share Sale After One-Day Reversal
Oracle's executive chairman canceled a 50-million-share trading plan just a day after disclosing it, as the stock sits down 22% for the year.
- 8:22 PM2 min read
Ninth Circuit Ruling Boosts DraftKings, Flutter Over Kalshi Sports Bets
A federal appeals court found sports-outcome contracts on prediction platforms are gambling, not swaps, lifting the legacy sportsbooks that lost ground to Kalshi.
- 8:10 PM2 min read
Cramer Calls Akamai 'Terrific' as 28-Year-Old CDN Pivots to AI Cloud
Jim Cramer's lightning-round endorsement of Akamai spotlights a bet that cybersecurity and Nvidia-linked cloud contracts can outrun its fading content-delivery roots.
- 8:06 PM2 min read
e.l.f. Beauty and Chipotle Lean on Global Loyalty to Fuel Growth
e.l.f. Beauty's rhode expands to 22 countries at once while Chipotle pushes into Mexico and the Middle East, both betting existing fan bases can offset domestic softness.