Big Tech has split into two artificial-intelligence camps — but the smart money isn’t chasing the next OpenAI

Why tech giants such as Alphabet and Microsoft are the safer choice in the AI race.
Trump may say he’s banning Wall Street from buying homes. Does the bipartisan housing bill actually do that?

The measure “will take time to meaningfully affect housing affordability and will not resolve voter frustration in that area,” analysts said.
Super Micro’s stock is seeing its best run in a year thanks to Nvidia partnership

Super Micro shares were leading the S&P 500’s gainers on Monday.
Lucid to lay off roughly 18% of U.S. workforce, COO Marc Winterhoff leaves
Lucid Group is cutting its U.S. workforce by 18% as part of a cost-savings plan. It also said COO Marc Winterhoff is departing effective immediately.
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These six fast-growing stocks sit at the cutting edge of space and military technology

In the wake of the SpaceX IPO, investors can expect global communications and AI data processing — both via satellites — to be important themes for many years.
UPS to invest $48 million in temperature-controlled facilities amid healthcare boom
UPS is announcing a new investment in healthcare logistics as demand for the temperature-controlled category booms, CNBC has learned exclusively.
Starmer says he’s resigning as U.K. prime minister. Here’s what it means for markets.

Analysts expect borrowing costs in the U.K. to rise in the longer term if Andy Burnham takes over as leader of the Labour Party.
The loneliness crisis has gotten so bad that lawmakers are ready to spend millions of dollars to fight it

The health damage of loneliness is similar to heavy smoking and obesity
This bull market isn’t going to end because of Fed rate hikes under Warsh

Trump-selected Fed chair Kevin Warsh may hope the threat of rate hikes is enough. But stocks might gain ground if he does. Past rate-hike cycles can be a guide.



