Iran war hits 100 days as S&P 500 reaches new highs
Why it matters: Oil, bond and inflation risks remain elevated even as investors keep betting the conflict will stay contained.
24 stories on this subject
Why it matters: Oil, bond and inflation risks remain elevated even as investors keep betting the conflict will stay contained.
What's next: Krishnan will stay on as an outside adviser as the Trump administration pushes a lighter-touch AI policy.
What's new: The talks could seed a public wealth fund with equity and come as OpenAI prepares for a possible IPO this year.
Why it matters: The plan uses national defense authority and aims to keep aging plants running as power demand rises.
What's new: The pact covers about 110,000 Nvidia GPUs through June 2029 and gives Google an exit if capacity misses a Sept. 30, 2026 deadline.
What's new: Meta is weighing a share sale that could raise tens of billions, though the company said no banks have been hired and no deal is set.
Series: Meta · AI Funding Plan · 2 chapters since Jun 2What's next: The LinkedIn co-founder will stay on until Microsoft's annual meeting as he shifts focus to AI drug startup Manas.
Why it matters: Investors are weighing whether a more capable Siri can drive iPhone upgrades and support Apple’s rich valuation.
What's next: The offering could expose Anthropic's gross margins and reset pricing for private AI rivals.
The company wants governments and AI labs to set shared triggers and checks to slow research before risks become uncontrollable.
What's next: The company plans talks with policymakers and rival labs in coming months on shared thresholds for slowing risky AI work.
What's new: The Google parent plans $30 billion in underwritten sales and a $40 billion at-the-market program starting in the third quarter.
What's new: Ottawa plans a public supercomputer, AI data centers and C$500 million for domestic AI firms, with a goal of boosting capacity by 2030.
Series: Canada · National AI Strategy · 6 chapters since Jun 5Why it matters: A 5% Nasdaq 100 drop and Bitcoin falling below $60,000 could drain retail cash from what may be a record IPO.
What's new: Marvell shares rose 5% and Flex gained 4% after hours after S&P Dow Jones Indices set the reshuffle.
What's new: Traders cut the odds of a June rate reduction and raised the chance of a rate hike by the end of 2026.
Series: United States · May 2026 Jobs Report · 4 chapters since Jun 5What's new: Ottawa wants a public supercomputer, more data centers and C$500 million for domestic AI firms, with possible equity stakes.
Series: Canada · National AI Strategy · 6 chapters since Jun 5Why it matters: A weak reading could sharpen bets on Fed rate cuts as economists see unemployment holding at 4.3%.
What's new: The bank moved Tesla to neutral from underweight and sees revenue topping $200 billion by 2030.
What's new: Marvell rose 5% and Flex 4% after hours as the reshuffle adds two tech-linked names to the benchmark.
What's new: Marvell rose 5% and Flex gained 4% after hours as the reshuffle added two tech-linked manufacturers to the benchmark.
What's new: The order also sets up an AI cyber clearinghouse after concern over Anthropic's unreleased Mythos model.
Why it matters: The split session showed money rotating into health care and financials even as chip stocks sold off on AI valuation worries.
Why it matters: Brent jumped as much as 6.5%, fueling inflation worries and pressuring bonds even as AI-linked shares stayed strong.