OpenAI, Broadcom Ink 10-Gigawatt Chip Deal

Meta Platforms boosted its capital spending outlook and announced plans for a new class of nonvoting stock, escalating its already-stratospheric bet on artificial intelligence. Capital expenditures will be $135 billion to $145 billion in 2026, the social-media giant said during i ...  Show more

Bloomberg’s Ed Ludlow breaks down SpaceX's blowout quarterly results and Elon Musk's suggestion that the company combine with Tesla. Plus, Netflix looks to find its next big hit as growth at the streaming giant slows, and a report on Anthropic's draft S-1 offers some new insight ...  Show more

OpenAI inks a big deal with AMD before announcing key partnerships and news at its developers event. Our Mackenzie Sigalos brings the important takeaways while Big Technology’s Alex Kantrowitz on the promise—and peril—of tech’s big spending on AI. Drew Pettit (Citi) and Keith ...

On this episode of Stock Movers:- Western Digital (WDC) rallied to be among the best performers in the S&P 500 this week after Morgan Stanley named the computer hardware and storage company its top pick, saying the shares “remain the most attractive short-and-longer-term investme ...  Show more

Trump cuts fentanyl tariffs on China, reaches rare earths deal with Beijing. (00:22) OpenAI eyes record-breaking $1 trillion IPO - report. (01:49) Microsoft (MSFT) restores Azure after global outage. (02:27) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock mover ...  Show more

Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02) Episode transcripts seekingalpha.com/wsb. Show li ...  Show more