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News

OPINIONS

microsoft-to-invest-10-billion-in-ai-data-hub-in-portugal---bloomberg
'Microsoft to Invest $10 Billion in AI Dat...
11/11/2025 12:18:28

https://www.bloomberg.com/news/articles/2025-11-11/microsoft-plans-to-invest-10-billion-in-portugal-ai-data-hub?embedded-checko...

bernie-sanders-left-senators-slam-trump-for-ai-driven-power-price-surge-forcing-americans-into-bidding-wars-with-big-tech-report
Bernie Sanders, Left Senators Slam Trump F...
11/11/2025 11:42:36

Bernie Sanders and a group of Democratic senators have reportedly raised concerns to the White House about the surge in electri...

michael-burry-doubles-down-on-ai-bubble-claims-as-short-trade-backfires-says-oracle-meta-are-overstating-earnings-by-understating-depreciation
Michael Burry Doubles Down On AI Bubble Cl...
11/11/2025 09:52:34

Michael Burry is doubling down on his AI bubble claims, as his short position backfires following the rally in key stocks early...

Core News & Articles
Essity Teams Up With Accenture And Microso...
11/11/2025 08:00:43

anthropic-has-a-sharp-edge-against-openaicheaper-chips
Anthropic Has A Sharp Edge Against OpenAI—...
11/10/2025 20:04:46

Anthropic may have a cost advantage over OpenAI, thanks to its focus on efficiency and pricing transparency: cheaper chips.

nvidia-stock-particularly-compelling-could-see-70-earnings-growth-in-2026-analyst-says
Nvidia Stock 'Particularly Compelling,' Co...
11/10/2025 18:25:46

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
Google, Microsoft, Meta May Keep Powering ...
11/10/2025 18:04:30

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

Core News & Articles
10 Information Technology Stocks Whale Act...
11/10/2025 17:35:16

nvidias-1-in-ai-chips-fuels-10-in-tech-growth-palantir-snowflake-mongodb-poised-to-ride-next-ai-growth-wave
Nvidia's $1 In AI Chips Fuels $10 in Tech ...
11/10/2025 17:25:22

Analyst expects tech stocks to rise 8-10% by year-end amid AI revolution, citing strong fundamentals and Big Tech's aggress...

microsoft-deal-could-truly-change-how-investors-see-iren-analyst-says
Microsoft Deal Could 'Truly Change' How In...
11/10/2025 16:47:34

Analyst Vafi maintains Buy rating on IREN and raises price target to $70 due to 20% prepayment from Microsoft GPU cloud contract.

Core News & Articles
Aggressive Stock Buying on Government-Open...
11/10/2025 15:48:49

Aggressive Stock Buying

Core News & Articles
Microsoft's $9.7B Bet Just Proved Bitcoin ...
11/10/2025 15:29:09

assessing-microsofts-performance-against-competitors-in-software-industry
Assessing Microsoft's Performance Against ...
11/10/2025 15:00:32

Core News & Articles
'Anthropic Projects Cost Advantage Over Op...
11/10/2025 14:02:59

https://www.theinformation.com/articles/anthropic-projects-cost-advantage-openai

are-mag-7-stocks-driving-a-k-shaped-economy-as-wealth-gap-widens-analysts-weigh-in
Are Mag 7 Stocks Driving A 'K-Shaped Econo...
11/10/2025 13:42:42

The U.S. economy is increasingly becoming a 'K-shaped economy,' with the fortunes of wealthy consumers and those at the...

nvidia-amd-lead-semiconductor-rally-after-taiwan-semiconductors-strong-october-sales
Nvidia, AMD Lead Semiconductor Rally After...
11/10/2025 12:05:21

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

jim-cramer-left-unimpressed-with-his-chatgpt-encounter-hard-to-believe-any-serious-entity-really-trusts-these-chat-bots
Jim Cramer Left Unimpressed With His ChatG...
11/10/2025 07:30:10

Jim Cramer criticized AI chatbots like ChatGPT for giving inconsistent answers, as experts including Yann LeCun and Matthijs de...

consumer-tech-news-nov-3-7-trump-blocks-nvidia-blackwell-ai-chip-exports-china-bans-foreign-ai-chips-in-data-centers--more
Consumer Tech News (Nov 3-7): Trump Blocks...
11/09/2025 22:00:36

Trump Blocks Nvidia AI Chip Exports, U.S.-China Tech Tensions Rise As Palantir, Spotify, Uber, AMD, Microsoft, Tesla, SpaceX, G...

sam-altmans-openai-hints-at-offering-ai-cloud-services-seeks-ways-to-directly-sell-compute-capacity
Sam Altman's OpenAI Hints At Offering AI C...
11/09/2025 08:37:33

OpenAI may offer compute capacity to other businesses, per Sam Altman. This could position them as a competitor to cloud giants.

dan-ives-says-tech-stocks-will-rip-higher-through-year-end-amid-growing-ai-valuation-concerns-bull-market-has-2-more-years-of-runway
Dan Ives Says Tech Stocks Will 'Rip Higher...
11/09/2025 07:31:47

Tech bull Dan Ives predicts 2 more years of AI-driven tech bull market, cites Meta and Microsoft as table pounder.

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