Artificial Intelligence
AI-driven investing, machine learning in finance, and AI-themed ETFs.
Anthropic Signs $9.1 Billion AI Compute Deal With Riot Platforms
Riot Platforms disclosed a landmark $9.1 billion, 20-year data center lease with AI company Anthropic, signaling a major shift in how Bitcoin miners monetize their infrastructure through AI compute contracts.
CoreWeave’s Indonesia Data Center Bet Targets a Fast-Growing Digital Economy
Nasdaq-listed CoreWeave plans to develop three data centers with 360 megawatts of power in Indonesia by 2028, representing 62% of the country's current operating capacity and capitalizing on rapid GDP growth and AI demand.
Morgan Stanley's AI Infrastructure Thesis: Why Power Is the Next Bottleneck
Morgan Stanley identifies electricity supply as the critical bottleneck for AI expansion, projecting a 38 GW power shortfall through 2028 despite $1.4 trillion in hyperscaler capital commitments.
SpaceX Posts $7.8B in First Public Earnings as Lock-Up Period Near End
SpaceX delivered its first public earnings report on August 4, 2026, posting $7.81B in revenue and narrowing losses, though AI segment capex concerns triggered an after-hours sell-off.
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Polymarket Seeks a $20 Billion Valuation. AGIX ETF Could Benefit.
Polymarket is raising $1 billion at a $20 billion valuation, more than doubling its October 2025 valuation. The AGIX ETF provides UAE investors exposure to the prediction market through its Abu Dhabi Securities Exchange listing.
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AI Crash in July? Investors Rotate from High-Flying AI to Software Leaders
In July, investors rotated away from capital-intensive AI infrastructure companies toward profitable software businesses successfully monetizing artificial intelligence, challenging headlines of an AI crash.
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KraneShares Adds More Private AI Companies to AGIX ETF and Launches Photonics ETF LUMA.
KraneShares has added Ayar Labs to its flagship AGIX AI ETF and launched the new Photonic and Optical ETF (LUMA), addressing optical connectivity as a critical AI infrastructure bottleneck. The moves capitalize on Goldman Sachs' estimate of a US$154 billion AI optical networking opportunity.
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IBM's Historic Sell-Off and the Quantum Disconnect
IBM plunged 26% on July 14, 2026, marking its worst trading day in nearly six decades after pre-announcing weaker-than-expected Q2 results and wiping out $70 billion in market value. The sell-off highlights the disconnect between long-term quantum computing optimism and disappointing near-term earni
Tech Slump Shows the AI Trade Is Facing Its First Real Stress Test
AI Momentum Meets Its First Cost Problem
SpaceX's $1.77 Trillion Question: Can the Biggest IPO Ever Justify Its Valuation?
SpaceX is launching the largest IPO in history at $1.77 trillion valuation with 555.6 million shares at $135 each. Priced at 95x revenue, investors are betting on future growth from Starlink and launch services despite current losses.
Anthropic Files for What Could Be a Record-Breaking AI IPO
Anthropic has confidentially filed for an IPO with the SEC, valued at $965 billion after closing a $65 billion Series H funding round. The AI company, which has scaled to $47 billion in annualized revenue, is expected to go public in 2026.
AI IPO Frenzy Continues as OpenAI IPO Filing Nears
OpenAI is reportedly preparing to confidentially file for an IPO as soon as this week with Goldman Sachs and Morgan Stanley, potentially setting up one of the largest tech listings in history. The AI company could be valued near $1 trillion, reshaping investor exposure to generative AI.