SpaceX recently launched its IPO, raising $75 billion and reaching a market cap over $2.1 trillion. This major event could trigger a wave of tech IPOs from companies like Anthropic, OpenAI, Anduril, Databricks, and Stripe. Anthropic and OpenAI have filed confidential IPO papers, both valued near $900 billion and expected to exceed $1 trillion post-IPO due to strong AI market growth. Anduril benefits from defense spending, while Databricks and Stripe are also poised for public offerings amid significant fundraising and market expansion.
AI's evolving token economics are driving down per-token costs but increasing enterprise AI spending, especially on agentic workloads. Companies like Salesforce and Adobe are shifting to consumption-based or hybrid billing models to counteract rising...
In June 2026, major semiconductor stocks NVIDIA, AMD, and Broadcom saw significant price declines after Broadcom's Q3 AI revenue guidance of $16 billion fell short of analyst expectations near $17.2 billion. This caused the PHLX chip index to drop 10...
The Magnificent Seven—Microsoft, Apple, Alphabet, Amazon, Meta, Nvidia, and Tesla—dominate major U.S. indexes like the S&P 500 and Nasdaq-100. Investors can now choose ETFs that either concentrate solely on these tech giants, like the Roundhill Magni...
Last week, investors shifted their focus from large-cap tech stocks, especially the 'Magnificent Seven,' to smaller and micro-cap stocks, favoring value over growth for the second week in a row. This rotation saw inflows into sectors like Blockchain,...
Intel shares surged 8% intraday, reaching near $127 and outperforming peers AMD and NVIDIA. Year-to-date, Intel's stock has soared 237%, driven by strong revenue growth in data center and AI segments, despite no single news catalyst today. Analysts r...
