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News

OPINIONS

 nvidia-bought-by-major-investor-betting-on-broader-ai-growth

Nvidia is surpassing Broadcom as investors favor its GPU growth and wider customer base. Aureus Asset Management buys Nvidia an...

 traders-love-this-time-of-year-for-broadcom--heres-why-it-rarely-fails

Broadcom stock has gained in 14 of the last 16 mid-November to mid-December periods, with an average return of 8.9%.

 whats-going-on-with-broadcom-stock-wednesday

Broadcom strengthens cloud strategy with open ecosystem for VMware Cloud Foundation, promoting interoperability.

 eric-schmidt-says-free-chinese-ai-models-could-overtake-western-systems-in-global-use

Former Google CEO Eric Schmidt cautions about cost and accessibility of AI models, which could lead to global reliance on Chin...

 broadcom-expands-vmware-cloud-foundation-ecosystem-with-odm-self-certification-open-networking-initiative-and-open-source-software-contributions

New ODM Self-Certification Program, Open Networking Initiative, and Open Source Software Contributions Fuel Flexible, Adaptable...

 these-20-stocks-now-make-up-half-of-the-sp-500heres-why-thats-risky

A new report shows the S&P 500 is now more concentrated than ever, with 20 companies making up over 50% of its value, drive...

 amds-earnings-could-rocket-by-2030-bank-of-america-says-ahead-of-analyst-day

AMD may be entering its strongest growth phase yet, with Bank of America forecasting earnings per share reaching $18 by 2030.

 nvidia-stock-particularly-compelling-could-see-70-earnings-growth-in-2026-analyst-says

Bank of America Securities analyst Vivek Arya said skepticism around artificial intelligence (AI) spending is understandable bu...

 google-microsoft-meta-may-keep-powering-ai-etfs-as-blackrock-cio-calls-bubble-fears-overblown

AI ETFs stay resilient as Google, Meta, Microsoft continue to anchor gains, with BlackRock's CIO saying fears of an AI bubb...

 nvidia-amd-lead-semiconductor-rally-after-taiwan-semiconductors-strong-october-sales

Semiconductor stocks rise as tech giants reaffirm commitment to AI-driven investment and Taiwan Semiconductor reports strong re...

 say-goodbye-to-nancy-pelosis-stock-picksheres-when-and-why

Congresswoman and former Speaker of the House Nancy Pelosi (D-Calif.) has announced she will not seek re-election in the 2026 e...

 marvell-technology-shares-jump-98-pre-market-after-report-says-japans-softbank-mulled-takeover-of-us-chipmaker-updated

SoftBank Group explored a potential takeover of U.S. chipmaker Marvell Technology Inc. earlier this year, according to a report.

 this-congressman-who-campaigned-against-congressional-stock-trading-has-made-620-trades-since-entering-office-this-year-here-are-his-biggest-wins

Robert Bresnahan has come under scrutiny for his active stock trades this past year, having filed over 620 trades since taking ...

 ai-stocks-wipe-out-over-500b-as-palantir-reminds-traders-the-party-cant-last-forever

A sharp tech selloff wiped out over $500B as Palantir, Nvidia, and others tumbled. Valuation concerns grow with CAPE ratio near...

 chinas-bold-move-to-boost-ai-competition---cut-energy-costs-for-homegrown-tech

China's subsidies for data centers lead to drop in AI chip stocks like Nvidia, Broadcom, Marvell, AMD, TSMC, Micron, Arm, I...

 amazons-38b-openai-deal-proves-nvidias-monopoly-is-already-breaking

The fact that OpenAI needed $660 billion across five cloud providers to avoid vendor lock-in tells you everything about NVIDIA’...

 godfather-of-ai-geoffrey-hinton-warns-ai-job-replacement-central-to-tech-giants-profit-strategy-amid-rising-ai-investments

Godfather of AI Geoffrey Hinton says AI firms bet on job replacement for profits. Tech giants to boost AI spending to $420B nex...

 sam-altman-says-openai-revenue-exceeds-13-billion-estimate-says-could-reach-100-billion-by-2027

Sam Altman says OpenAI is generating far more revenue than reported and envisions annual revenue potentially hitting $100 billi...

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