Global Business Watch

Earnings & Markets

• 🔥 Micron Q3 Preview: Micron is expected to report Q3 earnings of $19.74 per share and $34.44 billion revenue on June 24,...

Collecting robot training data remains dirty, unglamorous work that AI labs are now outsourcing. Some are already paying specialists like XDOF to handle it, underscoring a critical infrastructure gap if physical AI is to match LLM achievements.

SpaceX's record IPO has delivered meme-stock-style gains, with shares surging 67% above the $135 IPO price in just days while briefly pushing its...

Fresh capital keeps pouring into AI at scale, spanning enterprise tools, specialized safety tech, and the physical infrastructure powering growth.

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• Poland invests $11M in ElevenLabs to build an AI tech hub
• DeepL acquires Mixhalo, gaining live-event audio streaming and translation tech
• The...

GLM-5.2 now leads open weights models on Artificial Analysis, signaling expanding availability.

• GitHub Models closes to all new customers amid...

Tax-aware long-short (TALS) strategies use leverage to generate ongoing tax losses in both bull and bear markets, far beyond standard long-only...

Two takes diverge sharply on where AI profits will concentrate.

• Full-stack view weighs opportunities across the entire AI chain to pinpoint lasting...

Markets face a Fed hold on rates amid sticky inflation, yet corporate earnings are surging higher.

• FactSet data shows earnings growth rising rapidly...

The Pentagon now uses AI to draft reports mandated by Congress, with 1.5 million users already on the platform. This rapid rollout underscores growing...

Persistent low U.S. venture funding for Black founders has pushed some to become investors themselves in order to level the playing field.

Markets Rally on US-Iran Framework

• 🔥 Dow Hits Record High: Dow Jones closed at a new record high after President Trump announced a US-Iran...

The popular AI bottleneck strategy is losing effectiveness as investors shift focus to companies with enduring franchise value, says Gavin Baker of...

Institutional investors now use AI algorithmic frameworks to evaluate U.S. equities and uncover hidden value.

• Machine learning models process...

Dow Jones surged to a new all-time high, up +0.69%, while S&P 500 fell -0.18% and Nasdaq 100 dropped -0.83%.

• Energy stocks declined sharply as WTI...

Sarvam AI hit a $1.5 billion valuation after raising $234 million in Series B funding led by HCLTech's $150 million investment, giving the IT giant...

• Funding details: Arcade.dev raised $60 million in a Series A led by SYN Ventures, with participation from Morgan Stanley and Wipro.
• Core challenge...

• Equities surged as Dow hit record 51,671, S&P 500 rose 1.7%, and Nasdaq jumped 3.1%.
• Oil cratered 4.9% to $80.75 on news Strait of Hormuz will...

Days after its blockbuster IPO, SpaceX used surging shares valued at $2.5 trillion to snap up Cursor maker Anysphere for $60 billion in stock. The...

The White House's sudden export controls on Anthropic's Fable 5 and Mythos 5 models shattered its pledge of voluntary, non-disruptive AI oversight...