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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...

 alibaba-stock-jumps-on-plans-to-relaunch-its-ai-app-as-chatgpt-competitor

Alibaba stock gains after restructuring its mobile AI app to resemble OpenAI's ChatGPT. Plans to integrate AI for shopping ...

 susquehanna-maintains-positive-on-nvidia-raises-price-target-to-230

Susquehanna analyst Christopher Rolland maintains NVIDIA (NASDAQ:NVDA) with a Positive and raises the price target from $210...

 oppenheimer-maintains-outperform-on-nvidia-raises-price-target-to-265

Oppenheimer analyst Rick Schafer maintains NVIDIA (NASDAQ:NVDA) with a Outperform and raises the price target from $225 to $...

 america-could-lose-ai-race-against-china-due-to-power-crunch-goldman-says

Goldman Sachs says U.S. AI growth may stall due to power shortages, giving China a shot to lead with 400 GW in spare capacity b...

Core News & Articles

https://www.wsj.com/tech/ai/china-ai-nvidia-chip-access-6a4fa63d?mod=e2tw&mod=e2tw

 taiwan-semiconductor-hikes-dividend-approves-15-billion-spending-plan-for-new-chip-factories

TSM raises dividend to 6 New Taiwanese dollars/share after record profits, signals financial stability & profitability to i...

 gene-munster-warns-nvidia-faces-catch-22-ahead-of-earnings-but-remains-bullish-i-remain-positive-on-shares

Gene Munster warned that Nvidia faces a short-term "Catch-22" around its upcoming earnings — with either strong or mode...

 big-short-michael-burry-de-registers-his-hedge-fund-scion-asset-management

'Big Short' Michael Burry de-registers Scion Asset Management, SEC filings confirm. He clarifies his $912M Palantir bet...

 nvidia-quashes-talk-of-1-billion-ai-data-center-in-mexico-after-governors-announcement-sparks-confusion

Nvidia denied reports of a $1 billion investment in Mexico after Nuevo León's governor falsely claimed the company would bu...

 amd-sees-60-ai-growth-ahead-turning-up-the-heat-on-nvidia-top-etfs-to-watch

AMD projects 60% growth in AI data center revenue, challenging Nvidia. These semiconductor ETFs could benefit from the chip war.

 space-beats-silicon-rocket-lab-planet-labs-and-archer-aviation-outshine-nvidia-in-2025

Rocket Lab, Planet Labs, and Archer Aviation are leading the charge in the aerospace industry, outperforming Nvidia and other A...

 political-tailwind-congress-trading-ban-could-boost-spy-ivv

As Congress eyes a stock-trading ban for lawmakers, ETFs like SPY and IVV could emerge as the politically safe, diversified way...

 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%.

 microsoft-builds-massive-ai-super-factory-in-atlanta-to-power-openai-and-elon-musks-xai

Microsoft Corp (NASDAQ: MSFT) is building an AI super factory in Atlanta to double its data center footprint and keep up with t...

 nvidia-says-it-is-not-making-financial-investment-in-mexicos-nuevo-leon-state

-Reuters Citing Statement 

 the-real-reason-this-analyst-still-calls-nebius-his-favorite-neocloud-player

Nebius Group (NASDAQ: NBIS) reported strong Q3 results, boosting capacity & revenue guidance through 2026. Analyst reiterat...

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