STEVE hírek

For 25 years, one suspicion haunted the mathematics protecting much of the internet: had the NSA secretly built a way to crack it? Now, an AI model may have weakened that theory. And Bitcoin’s creator is suddenly part of the argument. On Friday,...

Anthropic’s initial public offering (IPO) may carry a price tag about $500 billion lighter than investors once expected.  Some current and prospective investors have reportedly discussed a valuation of around $1.5 trillion for the November...

CNBC host Jim Cramer backed Reddit (RDDT) and Rocket Lab (RKLB) but passed on SiTime (SITM) on Thursday’s “Mad Money,” favoring stocks that have fallen over those priced for growth while interest rates climb. The picks span social media, rockets,...

Goldman Sachs just told its clients to buy more stocks. Tomorrow morning, Goldman and three rival banks worth $1.6 trillion open their books, and that bet faces its first test. The banks report before Tuesday’s opening bell. Goldman is one of them....

Iranian lawmakers want Foreign Minister Abbas Araghchi removed over his contact with President Donald Trump’s envoys in New York. The bid comes as Iran’s oil exports have fallen to zero. The US, however, tells a different story about that contact....

Schwab’s Kevin Gordon says the S&P 500 sits 1% below its high, yet the average stock had a 14% drawdown. He says AI stocks carry the index, so one capex miss, a shortfall in AI capital spending, could disrupt earnings. However, that 14% is the...

Rising rates and oil prices are squeezing the stock market, and CNBC’s Investment Committee is split on how to respond. Steve Weiss is raising cash while Jim Lebenthal stays fully invested. The committee, a panel of money managers on CNBC’s Halftime...

Traders placed record bets against oil on Tuesday. Volume in Brent put options topped 764,000 contracts, according to preliminary ICE Futures Europe data cited by Bloomberg. A put option pays off when prices fall below a set level. Some of Tuesday’s...

Copper futures touched a record $6.95 a pound intraday on September 22 and closed at a record $6.92. The gain arrived a day after Michael Burry named a copper miner as his indirect artificial intelligence (AI) bet. The rally has accelerated since...

Arthur Hayes says the US insurance industry is already insolvent once AI-linked debt is marked to market. The claim rests on captive reinsurance structures that book worthless promises as real capital. Forensic accountant Thomas Gober, publishing...