The Finimize Daily Brief

The AI infrastructure company’s share price shot up, disappointing short sellers (including an iconic one) who’d bet against it – while traders looking for a steadier AI ship have been flocking to mega semiconductor firm TSMC, but don’t count the memory makers out just yet. Today’s stories: Neocloud Nebius Posted Stratospheric Sales Growth Investors Have Been Decamping From South Korea To Taiwan T...

The chipmaking giant is teaming up with some Wall Street heavy hitters to finance its customers’ AI build-outs, heavily featuring its own hardware – while the Stoxx Europe 600 has hit a series of record highs, as European companies have delivered serious growth. Today’s stories: Nvidia Wants To Bankroll AI Builds – So It Called Up Some Friends With Earnings Tempting, Investors Have Been Flocking T...

Warren Buffett’s hand-picked successor is shrinking Berkshire’s giant cash pile, buying stocks, and making a $10 billion bet on Alphabet and AI – while TSMC’s July sales jumped 45%, giving investors reason to believe that the AI spending boom’s still sailing on. Today’s stories: Greg Abel’s Having A Whale Of A Time At Berkshire Hathaway AI Demand Has TSMC Running A Tight Chip Try Finimize Pro

May and June’s figures were worse than originally reported, too, so the Fed’s job just got a little messier – and crude prices are falling, but refined oil products like diesel and gasoline are staying high. Today’s stories: The US Economy Unexpectedly Lost 23,000 Jobs In July US Oil Refiners Are Feeling Finer Try Finimize Pro

China’s major AI startup warned users that it’s raising prices, giving American AI companies a bit of breathing room – and WPP’s results weren’t quite as bad as everyone thought they’d be, which sent its stock soaring. Today’s stories: DeepSeek’s Upping Its Prices, Signaling A Shift In Strategy Ad Agency WPP Reported Falling Profit – But Investors Rewarded It Anyway Try Finimize Pro

Some of Wall Street’s biggest lenders are refinancing loans linked to AI data centers, as concerns about whether their cost is justified persist – and the S&P 500 is posting some record numbers amid strong earnings, but some worry that US stocks are riding for a fall. Today’s stories: Big Banks Are Offloading Their AI Risk Strong Earnings Propelled The S&P 500 To Record Highs Try Finimize...

The region’s major rivers – transport arteries for some of its biggest industries – are hitting record lows, while costs are rising. And Europe’s indexes are on the up, with investors looking for a place to park their money that – for once – isn’t tech. Today’s stories: Severe Drought In Europe Is Wreaking Economic Havoc With Tech Stocks On The Rocks, Investors Took A European Vacation Try Finimiz...

Chinese tech titan Alibaba is making its latest and greatest model available open-weight, and making a bid for AI dominance – while AstraZeneca and Bristol Myers Squibb are reportedly considering joining forces, but it’s proving a bitter pill for investors to swallow. Today’s stories: Alibaba’s Latest Model Might Spell Trouble For American AI Giants This Massive Merger Could Be Biggest Pharma Deal...

China’s rival to the big-time US model makers will reportedly build its own infrastructure, reducing reliance on others and gaining more control – while higher energy prices are feeding into inflation in Japan and the eurozone, but the real question is how to keep an acute pain from becoming a chronic one. Today’s stories: AI Startup DeepSeek Might Be Building A Massive Data Center With Inflation...

The two Big Tech companies both opened up their books, but each one had something quite different to say – while the tech sector has been suffering lately, and banks that helped back hedge funds’ bets on it are asking for a bit more assurance. Today’s stories: Apple And Amazon Showed Us What’s In The Box Hedge Funds Are Reeling From Tech Losses – And Their Lenders Are Circling Try Finimize Pro  

Microsoft is starting to see some return on its AI investment, with strong results in Wednesday’s second-quarter earnings report – but it was a different story for Meta, and the US Federal Reserve Committee voted 9-3 in favor of holding interest rates steady at 3.5% to 3.75% on Wednesday.  Try Finimize Pro

With Europe blanketed by an intense heatwave and buffeted by severe wildfires, the economic toll keeps growing – and German automaker Mercedes-Benz beat expectations last quarter, but it doesn’t have high hopes for the rest of the year. Today’s stories: Wildfires Are Adding Insult To Heat Exhaustion In Europe Mercedes-Benz Thinks Its Sales Will Come In Low For The Year Try Finimize Pro

After CXMT’s shares went through the roof during its debut listing in Shanghai, Samsung, SK Hynix, and Micron might want to watch their backs – while ChatGPT’s creator wants in on a huge data center being built in Ohio, and the biggest company in the world is reportedly helping. Today’s stories: China’s Big Memory Maker Blasted Off In A Blockbuster Debut Nvidia Might Back OpenAI’s Massive Data Cen...

America hit its trading partners with new tariffs on Friday, after its global 10% import tax expired – and this year is on track to see more exchange-traded funds listing than ever before, but these new ETFs aren’t your plain-vanilla variety. Today’s stories: The US Is Building A Tariff Wall ETFs Are Being Launched At A Record Rate Try Finimize Pro

The military suppliers revealed strong earnings, strong forecasts, and some heavy order books – while the French oil giant saw a 68% bump in earnings last quarter, boosted by higher energy prices. Today’s stories: Lockheed Martin, Thales, And RTX Are Strong On Defense TotalEnergies Just Had Its Slickest Quarter Since 2023 Try Finimize Pro  

Google parent Alphabet’s second-quarter results came in just as expected on Wednesday, and the US administration wants international drugmakers to bring production stateside – and now, they have until 2028 to get with the program or face 100% tariffs on some meds. Try Finimize Pro  

The American administration said on Monday that it’s planning to hit its second-biggest trading partner with 50% tariffs in 30 days, and the venerable London Stock Exchange (LSE) is gearing up to start – almost – all-day trading next year, in a bid to revitalize itself. Try Finimize Pro

The cable-making giant is doubling down on US capacity as data center spending grows – but investors still want proof that Big Tech’s AI boom can pay for itself – while cheaper fares, soaring jet fuel costs, and shaky bookings have left Europe’s biggest budget airline flying through rougher skies. Today’s stories: Prysmian Just Plugged Into A $6.3 Billion Data Center Deal Cabin Pressure Builds As...

The US used to be the world leader in “open” everything, but now it’s China that’s trying to make AI accessible to everyone – and once big AI boom winners, even the likes of Marvell and Sandisk have seen their stocks plummet. Today’s stories: China Wants “AI For All” – Especially If It’s Made In China US Chip Stocks Have Had A Very Bad Week Try Finimize Pro

The country’s pulling together a consortium of its biggest tech and industry names to try and claw back some relevance in the robot wars – while the energy companies keeping AI data centers running are now raising money through IPOs faster than at any point this century. Today’s stories: Japan’s Making A $2.4 Billion Bet On Humanoid Robots Energy Firms Are Powering The AI Boom, And Lighting Up The...

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Five of Wall Street’s biggest names – JPMorgan, Goldman Sachs, Bank of America, Citigroup, and Wells Fargo – posted blockbuster results, and small-cap companies are making big moves, with the Russell 2000 index delivering nearly twice the S&P 500’s gains. Today’s stories: Banks Kicked Off Earnings Season With A Feast Of Profits This Mighty Small-Cap Index Is Putting The S&P 500 To Shame Tr...

Apple filed suit against OpenAI, which says a lot about where the real fronts are in the AI battle – and TSMC’s sales made for some cheerful news, especially for anyone worried that the AI build-out was flagging. Today’s stories: Apple And OpenAI Got Bad Blood TSMC’s Sales Surged As The AI Boom Keeps Booming Try Finimize Pro  

American investors finally got a clean shot at the South Korean memory giant when it hit the Nasdaq on Friday – and low-cost airline EasyJet had already said yes to one suitor when a better offer came along. Today’s stories: Chipmaker SK Hynix Is Making Memories – And Cash – In The US EasyJet And Castlelake’s Deal Got Gatecrashed By Another Bid Try Finimize Pro

Though the snack-and-soda behemoth’s results were more or less in line with expectations, investors nevertheless sent the stock down – while up-and-coming chipmaker CXMT is in the final stages of its mainland China stock exchange listing. Today’s stories: PepsiCo’s Results Were More Lemon Than Lemonade China’s CXMT Is Getting Ready For A Massive IPO Try Finimize Pro