CoreWeave just gave a shot in the arm to Micron, Lumentum and the rest of the AI trade
CoreWeave’s improved AI economics and its vow to show some discipline around future debt are sparking a broad rally across the chip sector.
Economics
Markets, business, policy, companies, and global money.
Market angst is driving investors into low-volatility stocks as AI trade stumbles
Anxiety in the U.S. stock market has surged amid a sharp selloff in artificial intelligence names and stubbornly high bond yields.
My friend hates her job but shuts down when I give her advice. How can I help her?
It’s counterintuitive, but the worst thing you could do is give your friend advice, says one career coach.
How GLP-1 Drugs and a Revamp Revived Ro’s Business
The telehealth company said that its annualized revenue had grown more than tenfold since it revamped its business and embraced weight-loss treatments.
Corporate America is making a trillion-dollar mistake about retirement
The market is dramatically underpricing the economic impact of Americans age 50 and older.
How a Suspected Chinese Spy Gained Access to Nvidia Chips
A woman whom U.S. intelligence identified as a Chinese spy had ties to Nvidia’s chief executive, Jensen Huang, dating to at least 2023. Ana Swanson, our reporter on trade and economics, explains what new photos show.
Anthropic’s I.P.O. and the Clubby Business of A.I.
Some of the biggest investors in the artificial intelligence giant’s upcoming listing are also some of its most important business partners.
The Fed Has to Raise Rates. How Fast to Go Has Officials Divided.
The Federal Reserve’s gradual approach to raising rates is being tested by intensifying price pressures.
22 stocks of companies with tremendous sales growth
These S&P 500 companies have also shown improving profit margins and free cash flow this earnings season.
Keep Jensen Huang at Nvidia — but end the one-man show
Nvidia can’t afford to lose its CEO, but it’s time for the company to grow up and get serious about governance.
CoreWeave’s stock pops as new financing playbook eases debt concerns
A third-quarter revenue beat and $9 billion in planned prepayments gave investors renewed confidence in CoreWeave’s business.
Why Goldman Sachs is now changing its Federal Reserve interest-rate forecast
Following Tuesday’s hot CPI data , Goldman Sachs is now pencilling in additional Fed tightening.
Entertainment 360 Acquires Brigade, a Management Firm Rich in Substackers
With the purchase of Brigade, a small talent firm, Substack writers and podcast hosts are now managed by the same company as movie stars.
Hospitals Brace for Medicaid Work Rules and Deep Funding Cuts
Health systems are racing to guide millions of patients through new eligibility hoops, slated to go into effect Jan. 1.
AMD’s stock fades as investors weigh whether Nvidia’s turmoil will mean lasting wins
It’s one thing for money to shift between stocks, but it’s another thing for customers to shift their supplier relationships.