Today: 5 July 2026

Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Nvidia’s $100 billion OpenAI deal goes cold as talks shift to a smaller stake

Mexico City, January 31, 2026, 07:11 Nvidia’s effort to invest as much as $100 billion in OpenAI has hit a roadblock, The Wall Street Journal reported Friday, citing doubts from within the chipmaker. “We have been OpenAI’s preferred partner for the last 10 years. We look forward to continuing to work together,” an Nvidia spokesperson said. OpenAI did not immediately respond to requests for comment.
1 February 2026
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Palantir Technologies co-founder Peter Thiel ditched Nvidia for Apple and Microsoft — here’s what the filings show

Palantir Technologies co-founder Peter Thiel ditched Nvidia for Apple and Microsoft — here’s what the filings show

Thiel Macro LLC, the hedge fund run by Palantir co-founder Peter Thiel, held stakes in Tesla, Apple and Microsoft at the end of September 2025 and no longer reported a position in Nvidia, regulatory filings showed. The report listed 79,181 Apple shares worth about $20.2 million and 49,000 Microsoft shares worth about $25.4 million, and showed the fund had held 537,742 Nvidia shares at end-June and cut Tesla to 65,000 shares. Fresh commentary over the past day on Yahoo Finance and Intellectia.AI has revived the late-2025 portfolio switch ahead of Monday’s U.S. market open. It matters now because traders are looking for signals that the AI trade may be pushing some money back toward larger, more diversified tech names.
1 February 2026
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Singtel share price in focus after report of KKR-led bid for ST Telemedia Global Data Centres

Singtel share price in focus after report of KKR-led bid for ST Telemedia Global Data Centres

Singapore, Feb 1, 2026, 14:48 SGT — Market closed Singtel shares face a fresh test Monday after the Wall Street Journal reported a KKR & Co-led group, partnering with Singtel, is close to buying ST Telemedia Global Data Centres for over S$13 billion. This would rank as one of Asia’s largest data centre deals amid rising demand for digital infrastructure fueled by the AI boom, Reuters noted.
1 February 2026
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WiseTech Global (ASX:WTC) share price at a one-year low as tech stocks slide — what to watch next

WiseTech Global (ASX:WTC) share price at a one-year low as tech stocks slide — what to watch next

SYDNEY, Feb 1, 2026, 17:46 — Market closed. Shares of WiseTech Global Ltd closed Friday at A$58.00, dropping 2.4% to touch the bottom of their one-year range after three straight days of declines. The logistics software heavyweight, with a market cap of A$19.3 billion, has shed around 15% since January and is down roughly 53% over the past year, per market data.
1 February 2026
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Stock Market Today

  • Life360 (ASX:360) dropped from Russell 2000 indexes, trades below fair value
    July 4, 2026, 7:17 PM EDT. Life360 (ASX:360) is out of the Russell 2000 Defensive and Growth-Defensive indexes, moving passive fund flows and changing liquidity. The stock has slid 15.4% this year to A$27.46 even after rising close to 47% in the last 90 days. Analysts have put fair value at A$31.06, meaning shares trade about 11.6% under that mark. Growth comes from more demand for family safety apps and the brand's strength. Investors face risks from heavier competition and more compliance costs. Index status and valuation could affect future returns.
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