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AI Investment Shifts

Broadcom scrutiny, Voya's AI impact, and SpaceX's compute transition

Broadcom's AI Boom Faces New Scrutiny Over Off‑Balance‑Sheet Financing

A customer-lease financing vehicle has raised analyst concern after Broadcom disclosed up to $29 billion of backstop exposure.

Voya Says AI‑Led Q2 Rally Helped Small‑Cap Fund but Machine‑Learning Overweights Hurt Results

Musk Says Memory Is the Bottleneck for AI Compute

Markets Face Geopolitical Strain and Softer Growth Signals as Oil Nears $90

Strategy Raises $334M From MSTR Sale to Shore Up STRC and Cash Reserves

SpaceX Shifts From Rocketmaker to AI Compute Powerhouse as Spending Surges

Markets Cut September Fed Hike Odds as Dollar Falls and Oil Stays Elevated

Target Faces High Bar as Q2 Earnings Are Set to Drop

U.S. Army Grounds Apache Fleet After Fatal Fort Hood Crash

Micron Tops $1,000 After U.S. Moves to Deter Apple From Chinese Memory Supplier

SanDisk Soars After Investor Day as Shares Climb Past $1,700

Silver Lake Reportedly in Confidential Talks to Buy Workday

HIVE’s BUZZ HPC Signs Five-Year $350M GPU Cloud Contract

Microsoft Accepts IREN’s First 50MW AI Site as Nvidia Grants Exemplar Status

Ackman’s Pershing Square Reacquires Netflix Stake

Stories older than 24h

Reddit to Join S&P 500, Forcing Nearly $3 Billion of Index Buying

BBB Foods Directors Sold Small Stakes After Options Converted to Class A

Wall Street Raises Micron Price Targets as AI Memory Rally Reignites Stock

AppFolio CEO and CFO Report Small August Stock Sales

Encompass Health CFO and General Counsel Sold Stock After Earnings Rally