The biggest tech companies are gearing up to spend even more on artificial intelligence than investors had anticipated, and money managers increasingly fear that whatever happens, credit markets will get hit. Microsoft Corp., Oracle Corp. and other “hyperscalers” are...

For the past year, the markets were fueled by a "high" that felt unstoppable: the rise of AI. But as we move into 2026, this “secular tailwind” has hit heavy turbulence, leading many investors to reflexively move their money into “old school” stocks (cyclicals) and...

The salespeople on the front line of a private-markets push to win over the world’s wealthy are quite adept at fielding questions on opacity, liquidity and valuation. Their list of tricky talking points just got a new addition — the so-called SaaSpocalypse. At...

From an investment standpoint, President Donald Trump's first term in the White House was a resounding success. When he left office on Jan. 20, 2021, Trump had overseen cumulative returns in the ageless Dow Jones Industrial Average (DJINDICES: ^DJI), benchmark S&P...

Anthropic PBC is ironing out the final details on a funding round likely to raise more than $20 billion and slated to close as soon as next week, according to people familiar with the matter. The OpenAI rival was initially seeking $10 billion but is now on track...

Buy the dip? For most of the past week, that referred almost entirely to the salsa, guacamole, and blue cheese dressing for Super Bowl snacks. For stocks, cryptocurrencies, precious metals, and other risky assets, investors were more inclined to sell first and ask...