Intelligence Events

AI's Next Valuation Battle Is Being Fought Over Energy Bills

Microsoft, Google, and OpenAI are all pivoting to AI inference efficiency. Here is what that structural shift means.

Source: alpaca_news

Bitcoin Is In 'Purge Mode', Bloomberg's McGlone Warns: Next Stop—$50,000

Veteran commodity strategist and Bloomberg analyst Mike McGlone says Bitcoin (CRYPTO: BTC) and broader crypto markets may still be far from a true bot

Source: alpaca_news

Iran State Media Reports Iran's Defense Ministry Says It Will Use All Of Its Power To Reinforce Defensive Capabilities -

Source: alpaca_news

Broadcom's AI Revenue Doubled — And It May Not Even Be Halfway Done

Broadcom's AI chip sales are growing rapidly, with a projected $40 billion in revenue this fiscal year and a $73 billion backlog.

Source: alpaca_news

Iran's State Media Says Iran Targeted A U.S. Military Ship Hosting A 'Control And Command Center' Approaching Iranian Territorial Waters In The Gulf Of Oman

Source: alpaca_news

Bitcoin Falls To $65,000s As Ethereum, XRP, Dogecoin Drop Up To 4% In Crypto Meltdown

Bitcoin dropped towards $65,000 on Wednesday as crypto markets face a wave of ETF outflows, more than $1 billion in liquidations, and worsening fear sentiment.

Source: alpaca_news

U.S. Central Command Denies Claim That Damage To Kuwait Airport Was Caused By U.S. Missile Interceptor

Source: alpaca_news

Ray Dalio Says US Is 'Past The Point Of No Return' On Debt, Sees 1930s-Style 'Financial Repression' Coming

Ray Dalio says the US is past the point of no return on debt and warns the Fed may be forced into 1930s-style financial repression. Polymarket traders are positioning accordingly.

Source: alpaca_news

These ETFs Owned Russell 2000's Biggest Winners Before They Soared 400%+ In 2026

These small-cap ETFs hold several Russell 2000 stocks that surged more than 400% in 2026, driven by AI and earnings-fueled rallies.

Source: alpaca_news

Scott Bessent Says Bitcoin Reserve Moving At Deliberate Speed As 'Big Announcement' Remains Elusive

Treasury Secretary Scott Bessent told Senate lawmakers Wednesday that the Strategic Bitcoin Reserve is moving forward and pressed them to pass the CLARITY Act before summer recess.

Source: alpaca_news

Iran's Foreign Minister To Al Mayadeen Via Translator Says If Israel Attacks Beirut, Iran Would Respond Decisively

Source: alpaca_news

Iran's Foreign Minister In Interview With Lebanese Broadcaster Al Mayadeen Via Translator Says The Two Sides Are Studying The Texts That Were Exchanged

Source: alpaca_news

Fed Beige Book Says More Broadly, Business Outlooks For The Next Six Months Were Reported To Have Little Change In Anticipated Growth, As Elevated Uncertainty And Signs Of Weak- Ening Consumer Spending Weighed On Sentiment; Prices Increased At A Moderate To Strong Pace Overall, With Most Districts Reporting Higher Inflation Than The Previous Report

Source: alpaca_news

Fed Beige Book Says Employment Showed Little To No Change Across Eleven Districts, While One District Experienced Modest Growth; Economic Activity Increased At A Slight To Moderate Pace For Ten Of The Twelve Federal Reserve Districts, While One District Reported A Slight Decline And One Reported No Change

Source: alpaca_news

Crypto Is In For A 'Rough Winter' But One Coin Is The Exception, Bloomberg Analyst Says

Bloomberg Odd Lots co-host Joe Weisenthal expanded his bearish case for crypto on Tuesday, adding two new reasons to the ten he outlined in February for why this is the worst crypto winter ever.

Source: alpaca_news

10 Information Technology Stocks Whale Activity In Today's Session

Source: alpaca_news

Iran's Fars Citing Member Of Media Team In Tehran Negotiating Team Says Iran's Response To Latest Draft From U.S. Has Not Been Yet Sent To Washington

Source: alpaca_news

S&P 500, Nasdaq 100 Drop From Records As Rate-Hike Bets Build, Oil Climbs: Stock Market Today

U.S. stocks retreated from record highs at midday Wednesday as hotter-than-expected economic data and a renewed surge in Treasury yields revived fears the Federal Reserve could soon raise interest rates.

Source: alpaca_news

Iran's Fars Citing Member Of Media Team In Tehran Negotiating Team Says If Finalized And Agreed, The MOU Between U.S. And Iran Will Go Through Four-Stage Mechanism

Source: alpaca_news

Trump's New AI Clock Starts Ticking: Will Microsoft, Oracle Or Palantir Become 'Trusted Partners'?

Trump's AI order launches a 60-day effort to define frontier AI and select trusted partners. Here's why Microsoft, Oracle and Palantir could be on investors' radar.

Source: alpaca_news

Iran's Fars Citing Member Of Media Team In Tehran's Negotiating Team Says Reason That First Phase Of Islamabad Talks Were Not Successful Is Iran's Refusal To Enter Into Nuclear Negotiations; We Will Not Enter An Agreement In Which Lebanon Is Ignored

Source: alpaca_news

Bitcoin Implosion Has Exposed Crypto As 'Failed Asset Class,' Veteran Analyst Says

Macro analyst Alex Krüger declared crypto a “failed asset class” on Tuesday but carved out four exceptions he still considers worth owning as Bitcoin (CRYPTO:

Source: alpaca_news

Iran's Fars News Agency Citing Member Of Media Team In Tehran's Negotiating Team Saying Talks Are Still Ongoing, And No Final Decision Has Been Made

Source: alpaca_news

'Iran Outlines 4-Stage Deal Plan With U.S.; Universal Cessation Of Military Action Across All Fronts, Lifting Of Blockades, Oil Restrictions, And Frozen Assets, Formal Dialogue On Broader Sanctions And The Nuclear Dossier, Formation Of A Supervisory Committee Backed By Aligned Nations.' - Iran's Fars News Agency

Source: alpaca_news

Lebanese Source To Sky News Arabia: 'No Serious Progress Has Been Achieved In The Current Round Of Talks Underway In Washington Between Lebanon And Israel'

Source: alpaca_news

Microsoft Doubles Down On Unproven Quantum Tech, Sets 3-Year Target

Microsoft targets a commercial quantum computer by 2029 with Majorana 2, but physicists remain skeptical of its claims, data and topological qubit breakthrough.

Source: alpaca_news

LIVE: Watch Secretary Of State Marco Rubio Testifies At U.S. House, Says President Trump Will Attend Next Meeting Of NATO Heads Of State

Source: alpaca_news

Analyst Says Market Is Missing HIVE's Biggest Growth Engine

HIVE Digital Technologies Ltd. (NASDAQ:HIVE) stock is trading lower Wednesday as

Source: alpaca_news

Automakers, Retailers, Consumer Electronics Firms Warn Memory Chip Shortages, Price Hikes Could Lead To "Significant And Sustained Near-Term Price Increases For American Households"

Source: alpaca_news

LIVE: Watch United States Secretary Of The Treasury Scoot Bessent Testifies Before Senate On Trump's 2027 Budget Request, Says Corporate Tax Cut Is Not A Handout And Increases Production Capacity

Source: alpaca_news

What's Going On With AMD Stock Wednesday?

AMD stock stays strong above its 52-week high, but an RSI of 75.34 signals it's overbought. Read the full technical analysis layout.

Source: alpaca_news

LIVE: Watch United States Secretary Of The Treasury Scoot Bessent Testifies Before Senate On Trump's 2027 Budget Request, Promises Social Security Benefits Will Remain Unchanged.

Source: alpaca_news

U.S. Trade Representative Greer Says 15% Tariff On EU Goods In Turnberry Agreement "Is The Deal And A Deal Is A Deal"

Source: alpaca_news

Nvidia Is Up 18% YTD — This SpaceX-Linked Chip Stock Is Up 190%

STMicroelectronics has soared about 190% this year as AI data-center demand accelerates and investors take notice of its long-standing Starlink relationship ahead of SpaceX's anticipated IPO.

Source: alpaca_news

U.S. Trade Representative Greer Says Both U.S. And EU Are Committed To Compliance With Their Trade Agreement; Goods Made With Forced Labor Are "An Unfair Trading Practice We Think Distorts Global Trade"

Source: alpaca_news

Bitcoin Faces 'Date With Destiny' In June: Technical Analyst Shares The Do-Or-Die Level To Watch

Bitcoin (CRYPTO: BTC) could face another major test in June, as analysts warn the asset is losing momentum and weakening against stocks and gold.

Source: alpaca_news

Google's $80 Billion AI Raise Cost Alphabet The #2 Spot To Apple: What Do Prediction Markets Say?

Alphabet's $80 billion AI raise cost it the second-largest company spot to Apple. Polymarket traders don't see a comeback anytime soon.

Source: alpaca_news

Nvidia's CEO Accelerates Semi Mania; Extraordinary SpaceX Confidence; Tariffs Are Back

Raise Hedges There is an old saying about closing the barn door after the horses have bolted. Most investors react only after the horses have bolted, but prudent invest

Source: alpaca_news

EXCLUSIVE: This Off-The-Radar Company Is Fixing The AI Problem Nvidia And Vertiv Can't

Hyliion CEO Thomas Healy tells Benzinga why power generation—not chips or cooling—is the next major AI infrastructure opportunity.

Source: alpaca_news

Iran's Foreign Minister Araqchi Says Our Armed Forces Are Conducting Self-Defense Strikes On Sites The U.S. Is Permitted To Use To Attack Civilian Shipping And Violate The Ceasefire, Any 'Hostile' Act Will Be Met With An Immediate, Decisive Response

Source: alpaca_news

Ed Yardeni's Fed Bombshell: Rate Hike Coming In July

Veteran strategist Ed Yardeni says the Fed will hike rates in July as inflation reaccelerates. Markets price the odds at just 5%. Here is his case.

Source: alpaca_news

'OpenAI CEO Sam Altman to meet with lawmakers, Trump officials in D.C.'- CNBC

Source: alpaca_news

Recent Filing Shows That Sen. Sheldon Whitehouse Sold Over $215K Worth of NVIDIA Stock

Source: alpaca_news

Forget Bitcoin, ETH, XRP: Veteran Crypto Investor Says Robotics Is The Biggest Opportunity Now

Crypto investor Andrew Kang, CEO of Robo Strategy, says humanoid robotics is the biggest investment opportunity since Bitcoin (CRYPTO: BTC), with a pa

Source: alpaca_news

Live On CNBC, Israel's Netanyahu Says Israel And U.S. Forces Are Ready If Needed In Iran; Will Leave To Trump If Military Escalation Needed; Opening Strait Of Hormuz Is Possible Militarily; Trump Is Weighing Many Options, We Talk Once Every Two Days; Iran Has Not Yet Agreed To Getting Nuclear Material Out But There Is Pressure Building

Source: alpaca_news

What's Going On With Apple Stock Wednesday?

Will NVIDIA's AI PC push at Computex threaten Apple? Analysts say the Mac ecosystem holds strong despite rising AI agent competition.

Source: alpaca_news

Live On CNBC, Israel's Netanyahu Says President Trump And I Agree On The Main Things Regarding Iran; Sometimes We Have Tactical Disagreements But We Work Them Out

Source: alpaca_news

Fed's Williams Says I Don't See An Obvious Argument To Change Interest Rates Right Now; Fed Will Need To Respond If Conditions Change; Expects Inflation To Be Lower Next Year; We Are Not Far From A Neutral Interest Rate; Warsh Is Very Focused On His Job At A Challenging Time; Doesn't Plan To Change Public Speaking Work Under New Fed Leadership

Source: alpaca_news

Ten Trump Officials Sit On Up To $44 Million In Record SpaceX IPO: 'No Analogs,' Ethics Lawyers Say

Ten Trump officials hold up to $44 million in SpaceX and xAI ahead of Elon Musk's record IPO. Ethics lawyers say the situation has "no analogs."

Source: alpaca_news

Jim Chanos Stunned As Donald Trump And Bernie Sanders Find Common Ground on Government-Owned Stocks: 'What Do You Call It...?'

Jim Chanos questions rare Trump-Sanders alignment on government ownership of corporate equity, calling it a surprising shift.

Source: alpaca_news