MARKETSSTORY 638· JUNE 28, 2026

Google Caps Meta's Access to Gemini AI Models, Citing Capacity Limits

Google informed Meta around March that it could not supply the full volume of Gemini AI model access the company had sought to purchase, according to a report. The disclosure reveals a supply constraint at the intersection of two of the…

NDNewsDialy Desk2 MIN READ

SOURCE

nypost.com

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Nvidia reportedly plans a $500 billion off-balance sheet vehicle

A half-trillion-dollar corporate structure designed to sit outside a company's main financial filings is reportedly being prepared for disclosure. That arrangement relies on a special purpose vehicle, a separate legal entity set up so its…

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AI share sales by Google and Intel leave the sector watching for the next move

Shares in AI-focused companies are being sold, and the market now wants to know who acts next. That kind of sale is called a divestiture, which means offloading a position you already own. Google (GOOGL) and Intel (INTC) have each made…

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Consensus positions took a hit in July, Goldman Sachs hedge fund desk says the volatility has passed

July rattled consensus market positions, the trades so widely held across funds that they function as the investing crowd's shared default bet. Goldman Sachs' head of hedge fund coverage told clients that the volatility responsible for…

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