The Finimize Daily Brief

Google’s parent is selling new shares for the first time in 20 years to keep feeding the AI infrastructure beast – and with consumer prices rising in Europe, investors are betting that the central bank will hike interest rates.  Today’s stories: Alphabet’s Dishing Up New Shares To Feed Its AI Expansion Eurozone Inflation Is Getting Too Hot To Handle Try Finimize Pro  

Berkshire’s new boss is placing his first big bet on a bruised US housing market, while the world’s most valuable company is jumping into the personal computer market with a new chip designed to run agentic AI directly on the machines. Today’s stories: Post-Buffet Berkshire Is Willing And Abel To Back US Housing Nvidia’s Getting Personal With A New Superchip for PCs Try Finimize Pro

A $965 billion valuation puts Anthropic ahead of OpenAI – and shows how its business-first strategy is paying off – while Dell’s stock soared on news of stellar AI sales and a big deal with the US military. Today’s stories: Anthropic Just Overtook OpenAI In The Valuation Race Between The Pentagon And AI, Dell’s Leveling Up Try Finimize Pro

Snowflake shared strong results and a fresh deal with Amazon, making reports of the software industry’s demise look greatly exaggerated – and the Fed’s preferred price index was almost double its target in April, so don’t expect any interest rate cuts for a while. Today’s stories: Snowflake’s Been Using AI For Good, And It’s Not Alone The Fed’s Favorite Inflation Gauge Came In Hot, And Folks Saw I...

As SpaceX gets closer to going public, rumours are growing louder that Tesla will be merged into the same machine – and the Kospi’s meteoric rise is on the back of its two biggest stocks: memory makers SK Hynix and Samsung.  Today’s stories: Musk’s Master Plan: One Company To Rule Them All? South Korea’s Main Index Briefly Doubled For The Year Try Finimize Pro

Massive chipmaker TSMC is pushing Taiwan’s stock market up the ranks – but a single-company rally has its risks – and Ferrari’s all-electric car was meant to dazzle, but instead it's getting roasted as a “luxury toaster”. Today’s stories: Taiwan’s Stock Market Is Riding High On A… One-Stock Wonder Ferrari’s First-Ever EV Is Getting Toasted Try Finimize Pro

Quantum computing could be the next big thing – especially now that the US government has skin in the game – while rival beauty companies Estée Lauder and Puig have decided to end talks of a $15 billion merger deal. Today’s stories: The US Government’s Going Quantum, Pouring $2 Billion Into The Tech Estée Lauder And Puig Aren’t Making Up Try Finimize Pro

The rocket, satellite, and AI titan’s filing revealed exactly where it’s minting money (and where it’s torching it), while Nebius and Bloom Energy are joining forces to remove one big bottleneck in the AI buildout: the electrical grid. Today’s stories: SpaceX Filed For An IPO – And It Could Be The Biggest One Ever Nebius And Bloom Energy Are Going Off-Grid Together Try Finimize Pro

The superstar chipmaker’s earnings are now a major market event, and it smashed through expectations once again – while the yield on the 30-year US Treasury bond just hit an almost 20-year high (cue flashbacks to the global financial crisis). Today’s stories: Oops, Nvidia Did It Again – For The 14th Time In A Row Yield And Present Danger: US Government Bonds Are Under Pressure Try Finimize Pro

The tech giant and the investment firm are teaming up on a new AI cloud venture, while Standard Chartered’s announcement acknowledges that AI is here to replace humans… Today’s stories: Alphabet And Blackstone Want To Make It Rain With A New Neocloud British Bank StanChart Is Cutting Human Workers And Turning To AI Try Finimize Pro

Warren Buffett’s successor as CEO has been making serious changes, including stocking up on Alphabet and Delta – while two of America’s biggest utility companies are looking to become one, and capitalize on AI’s seemingly endless data center demand. Today’s stories: Berkshire’s New Boss Is Showing Buffett’s Empire Some Fresh Moves NextEra And Dominion Want To Become A Power Couple Try Finimize Pro...

The two superpowers agreed on some things – but so far, it’s all talk and no concrete plans of action – and while the market is zagging on software stocks, investing legend Bill Ackman is zigging. Today’s stories: America And China’s Talks Ended With… More To Say Pershing Square Spotted A Window(s) And Took A Big Stake In Microsoft Try Finimize Pro

The AI chipmaker went public to some serious fanfare, with investors wanting more than it had to offer – and while traditional sectors like autos slide, AI and tech keep racing ahead. Today’s stories: Cerebras Rang The Bell On The Biggest IPO Of The Year Honda Skidded Into A Loss For The First Time In Nearly 70 Years Try Finimize Pro

Futures markets already let you bet on things like corn, cotton, and cocoa – and compute could be next – while AI’s lifting the earnings of most companies touching the boom, and that’s making for some big shifts in the global economy.  Today’s stories: The Future Of Computing Power Could Hit Your Portfolio – Literally SoftBank’s Blowout Earnings Owe A Lot To ChatGPT Try Finimize Pro

With gas and food prices spiking, Americans are cutting back – and Lime has built a strong user base, but it hasn’t made any money yet. Today’s stories: US Inflation Jumped In April – And Retail Is Suffering Lime Just Filed For An IPO, So You Might Be Able To Get A Slice Try Finimize Pro

China’s rising factory prices signal an end to deflation – but what’s driving them up is cost, not demand – and India’s economy is suffering under higher energy prices, but the PM has a potential solution. Today’s stories: China’s Deflation Streak Is Ending, But It's Not Demand Driving Prices Up… India’s Prime Minister Asked People To Put Gold On Hold Try Finimize Pro

From McDonald’s to Kraft Heinz and Planet Fitness, American companies say customers are cutting back – while “NACHO” is the new market shorthand for a longer shutdown in the Strait of Hormuz, and companies are starting to show what that could really cost. Today’s stories: Companies Are Sounding The Alarm On US Consumers’ Lack Of Spare Change Wall Street’s New Favorite Trade Comes With A Side Of Ba...

xAI has left the AI model race, so SpaceX is renting its extra capacity out – and without the AI boom, the world’s markets would be in trouble. Today’s stories: Anthropic’s Leasing A Huge Chunk Of Computing Power From SpaceX AI’s Giving Global Markets A Sharp Kick Up The Charts Try Finimize Pro

The South Korean firm just entered the $1 trillion club, fueled by runaway demand for AI memory chips, while China’s answer to OpenAI is reportedly entering its first-ever funding round – at a relatively tiny valuation. Today’s stories: AI Chip Mania Pushed Samsung Past The $1 Trillion Mark AI Challenger DeepSeek Is Seeking A Round of Funding Try Finimize Pro

Fresh funding could value Claude’s creator at over $900 billion, but with big smarts comes big restrictions – and GameStop’s move is audacious, which says a lot about market conditions right now. Today’s stories: Anthropic Could Leapfrog OpenAI As The World’s Most Valuable AI Startup GameStop Memes Business, Making A Bid On eBay Try Finimize Pro

With the S&P 500 cruising on tech and pharma earnings, it might be time to think about locking in some gains – and best known for fancy flush machines, Toto’s side hustle in advanced ceramics for semiconductors is getting a big boost from AI. Today’s stories: US Stocks Rallied In April On Tech, Drugs, And Rock ‘N’ Roll Even Japan’s Leading Toilet Maker Is Getting Into AI Try Finimize Pro  

The tech giant’s quarterly report beat expectations, but the question remains whether Apple is missing a trick on AI – and tech-heavy Asian economies are going from strength to strength, while some Western ones are… not. Today’s stories: Apple’s Reliable Returns Delivered Again For Investors Taiwan And South Korea Are Booming. Not Everyone Can Say The Same. Try Finimize Pro

Amazon, Alphabet, Meta, and Microsoft all beat revenue and profit expectations, but investors are worried about their spending, while the UAE’s surprise departure might mean lower oil prices in the future. Today’s stories: Big Tech’s Big Earnings Made It Rain The United Arab Emirates Is Saying Goodbye To OPEC Try Finimize Pro

ChatGPT’s creator missed its targets, leaving some worried about how it’s going to pay massive bills, while the world’s biggest battery maker just inked the first deal for its new sodium-ion storage. Today’s stories: OpenAI’s IPO Is Looking A Bit More Iffy-PO CATL’s Got A Fresh Charge With Its New Sodium-Ion Deal Try Finimize Pro

China’s industrial sector has been raking it in, despite the rise in oil prices – while ChatGPT’s creator is reportedly in talks with chipmakers to design an AI smartphone. Today’s stories: Chinese Factories Kept Churning Out Profit Last Month OpenAI Is Reportedly Getting Into Smartphones – Literally Try Finimize Pro