Apple’s Restraint Finds Fans as AI Spending Faces Scrutiny

Published on November 11, 2025

The thesis is simple. Apple will benefit as it taps other companies’ models to deliver AI features to its millions of customers while avoiding much of the heavy spending required to develop its own capabilities, which is what many of its megacap peers are doing.

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SoftBank Sells Nvidia Stake for $5.8 Billion to Fund AI Bets

November 11, 2025
SoftBank Group Corp. sold its entire stake in Nvidia Corp. for $5.83 billion to help bankroll AI investments, even as investors question the amount of capital pouring into a technology with uncertain returns.

Nasdaq Is ‘Staffing Up’ Ahead of ETF Share-Class Listing Deluge

November 11, 2025
In anticipation, Nasdaq is looking to add not only in the exchange-traded product group in the coming weeks, but also in the legal and compliance side, according to Giang Bui, head of US equities and exchange-traded products. The exchange hired Kristian D’Agostino as senior director of ETFs last week.