AI equities

Sam Bankman-Fried's inner circle held large stakes in the AI company Anthropic, shares acquired with funds from the collapsed FTX empire. Reports examine how his associates came to own the valuable equity and what may happen to it as FTX bankruptcy proceedings continue. The question of whether those shares can be clawed back for creditors is drawing attention.

Oil prices are drawing attention amid broader market movement, with Wall Street ending higher on revived AI momentum. Traders and commentators are weighing where crude is headed as equities rally and investors reassess risk, energy demand and supply conditions heading into the next trading sessions.

Spanish market analyst José Luis Cava examines why Bitcoin, gold and AI-related stocks are declining at the same time, raising the question of whether Chinese President Xi Jinping's policies are behind the joint sell-off. He walks through the unusual correlation across three assets that normally behave differently, and what it signals for investors watching geopolitical risk.

Bitcoin has delivered stronger returns than Grayscale's AI Compute ETF, which has been dragged down by a broader sell-off in AI cloud and computing stocks. The comparison highlights how investor enthusiasm for AI-linked equities has cooled, while bitcoin continues to draw demand as an alternative asset. Market watchers are weighing whether AI infrastructure bets remain overextended or whether the weakness offers a buying opportunity.

Nvidia and AMD have agreed to purchase roughly $4 billion worth of Meta shares as part of expanded partnerships covering chip supply, according to reports. The unusual arrangement ties equity investment directly to semiconductor cooperation, deepening the ties between Meta and the two leading chipmakers as demand for AI computing hardware intensifies across the industry.

Private equity coverage is examining how bioconvergence, the merging of biology with technology such as AI, engineering and data science, is reshaping investment strategies. The discussion focuses on how buyout and growth investors are identifying opportunities where life sciences intersect with computing, materials and devices, and what risks and returns this emerging field presents for fund managers and their limited partners.

Global stock markets gained ground as AI-related shares lifted equities, while the dollar held steady as investors waited on the Federal Reserve's latest interest rate decision. Traders are watching for signals on the pace of future rate cuts, with the Fed's outcome expected to set the tone for markets in the days ahead.

Meta is preparing a stock sale worth nearly $100 billion, a move being described as a turning point in how Big Tech finances its artificial intelligence ambitions. Rather than relying solely on cash flow or debt, the company would tap equity markets to fund massive AI infrastructure spending, potentially setting a precedent for rivals facing similar multibillion-dollar data centre and compute bills.

Meta has raised the largest equity offering in history, close to $98 billion, with proceeds earmarked for its massive AI infrastructure build-out. The move signals the scale of Meta's spending ambitions on data centers and computing power, and investors are weighing what such a huge capital raise means for the company's balance sheet and the broader AI investment race.

Nvidia and AMD have acquired a combined $4 billion stake in Meta, according to Barron's. The report frames the investment as a strategic move tied to the chipmakers' fight against custom in-house processors, as hyperscalers like Meta develop their own silicon for AI workloads. The development puts two of the biggest GPU suppliers in direct business alignment with a major customer pursuing its own chip ambitions.