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The SpaceX IPO could lead to 8% of America’s current-account deficit being refinanced in a single day
A remarkable back-of-the-envelope calculation from a currency strategist shows just how big SpaceX’s initial public offering could reverberate in global markets. Article Attribution | Read More at Article Source
Oracle’s stock has surged on AI hype. Now it has to deliver the earnings to match.
Oracle’s fourth-quarter earnings call will deliver critical updates about the progress of its data-center build-out and the financial impact of its AI pivot. Article Attribution | Read More at Article Source
Super Micro stock plunges as $7 billion equity raise overshadows booming backlog
Super Micro looks to raise equity as it faces staggering AI demand but also an intense cash burn Article Attribution | Read More at Article Source
Apple’s AI could usher in a historic upgrade cycle that investors are overlooking
Apple’s new AI features are on track to be monetized faster than expected, thanks to increased hardware requirements and new “killer apps.” Article Attribution | Read More at Article Source
Micron and other memory makers are driving a ‘supercycle’ for this corner of the chip sector
Chip-equipment companies are getting unprecedented visibility into companies’ supply plans, a UBS analyst says. Article Attribution | Read More at Article Source
AST SpaceMobile’s stock experiences rocky trading as SpaceX plans to launch its satellites into orbit
The company is developing a space-based broadband cellular network that could rival Elon Musk’s Starlink. Article Attribution | Read More at Article Source
GM follows Ford by making a big energy bet — this time with an unconventional approach
GM plans to revamp its energy business and place a big bet on sodium-ion batteries just as shares of rival Ford got a boost from a similar move a few weeks ago. Article Attribution | Read More at Article Source
Angst over SpaceX IPO adds to dive in tech stocks
Technology stocks tumbled on Tuesday, extending a swoon that began in early June, as investors anxiously await the historic SpaceX IPO later this week and retreat from hot parts of the AI playbook. Article Attribution | Read More at Article Source
A powerful inflation storm is brewing — and your portfolio isn’t ready
Looming El Niño shock threatens to drive up global commodity prices. These investments can help protect your purchasing power. Article Attribution | Read More at Article Source
Adobe needs a new CEO to make bold AI moves, and its choice could be revealed on Thursday
Given all the doubts around Adobe, it’s perhaps surprising that the company will likely go with an internal candidate to replace outgoing CEO Shantanu Narayen. Article Attribution | Read More at Article Source
Social Security faces insolvency in 2032, when it would pay only 78% of benefits
Social Security, which provides benefits to more than 70 million retired workers and people with disabilities, faces increased pressure from last year’s One Big Beautiful Bill Act. Article Attribution | Read More at Article Source
You can calculate the exact impact a reduced Social Security check will have on your retirement success
If benefits go down 22% in 2032 as predicted by the latest Trustees report, you need to know what that means for you. Article Attribution | Read More at Article Source