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News

OPINIONS

Core News & Articles

Beginning in calendar Q3 2026, Oracle will be the first hyperscaler to offer a publicly available AI supercluster powered by 50...

 wolfe-research-upgrades-advanced-micro-devices-to-outperform-announces-300-price-target

Wolfe Research analyst Chris Caso upgrades Advanced Micro Devices (NASDAQ:AMD) from Peer Perform to Outperform and announces...

Core News & Articles

https://www.cnbc.com/2025/10/14/oracle-cloud-to-deploy-50000-amd-ai-chips-as-alternative-to-nvidia.html

 mizuho-maintains-outperform-on-advanced-micro-devices-raises-price-target-to-275

Mizuho analyst Vijay Rakesh maintains Advanced Micro Devices (NASDAQ:AMD) with a Outperform and raises the price target from...

 nvidia-broadcom-highlighted-as-sector-leaders-drive-ai-growth-despite-buildout-risks-analyst

Bank of America analyst outlines key factors for U.S. semiconductor sector amid AI frenzy and potential bubble concerns.

 wall-street-rallies-as-trumps-tariff-threat-fades-broadcom-jumps-10-whats-moving-markets-monday

Wall Street rebounds as Trump downplays China tariff threat. The S&P 500 rose 1.5%, while the Nasdaq 100 rallied 2%.

 intel-faces-cpu-market-share-losses-and-limited-ai-integration-analyst-flags-challenges

Intel's recent $80 billion increase in market cap reflects improved finances & potential in foundry services, rather th...

 nvidia-amd-marvell-taiwan-semiconductor-surge-after-friday-dip-on-trumps-china-remarks-openai-broadcom-ai-chip-deal

Semiconductor companies rebounded from selloff, boosted by Trump's positive remarks on China trade and OpenAI's $500 bi...

 altimeter-capital-ceo-brad-gerstner-breaks-down-amd-openai-gpu-bet-says-lisa-su-is-betting-the-farm-to-catch-up-to-rival-nvidia

Altimeter Capital CEO Brad Gerstner called AMD's multi-billion-dollar partnership with OpenAI a "bet-the-farm" gamb...

 nasdaq-dips-over-800-points-following-trumps-tariff-threats-on-china-investor-sentiment-declines-greed-index-moves-to-fear-zone

Sharp decline in market sentiment as Fear & Greed Index falls to Fear zone on Friday. Stocks dip due to Trump's tariff ...

 weekend-tech-roundup-china-targets-nvidia-metas-ai-glass-ambitions-amds-bet-and-more

The past week in the tech world was abuzz with developments that could shape the future of technology.

 consumer-tech-news-oct-6-10-china-hits-nvidia-tesla-tests-cybercab-sunak-joins-microsoft--more

China targets Nvidia's AI chips; IBM, UiPath, and Mattel unveil new AI deals; Tesla tests Cybercab; TSMC and Applied Digita...

Core News & Articles

Retail investors buzzed about five stocks this week, from Oct. 6 to Oct. 10 on platforms like X and Reddit’s r/WallStreetBets, ...

 wall-street-drops-from-record-highs-after-trump-warns-of-massive-tariffs-on-china-the-week-in-markets

Trump's renewed tariff threats against China trigger a broad sell-off. Markets suffer sharpest one-day losses since April w...

 trump-shocks-markets-vix-spikes-25-sp-500-eyes-worst-day-since-april

Wall Street's relentless rally came to an abrupt halt Friday as President Donald Trump's renewed tariff threats to Chin...

 nvidia-doubled-its-trillions-in-monthsand-the-charts-are-screaming-more

Nvidia continues to soar, with its market cap doubling to $4.68 trillion and CEO Jensen Huang predicting a $500B AI infrastruct...

 stocks-tumble-as-trump-mulls-massive-china-tariffs-whats-moving-markets-friday

The stock market stumbled Friday after President Donald Trump threatened a sweeping increase in tariffs on Chinese imports, sen...

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