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News

OPINIONS

 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...

 nvidias-1-in-ai-chips-fuels-10-in-tech-growth-palantir-snowflake-mongodb-poised-to-ride-next-ai-growth-wave

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

Core News & Articles

Aggressive Stock Buying

 investors-fear-an-ai-bubble-burstgoldman-says-its-still-early-days

Goldman Sachs says AI rally isn't a repeat of the 1999 dot-com bubble as corporate fundamentals remain strong.

 are-mag-7-stocks-driving-a-k-shaped-economy-as-wealth-gap-widens-analysts-weigh-in

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

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

 taiwan-semiconductor-rallies-on-big-october-sales-and-growing-nvidia-demand

The chipmaker TSMC posted solid October financial results with revenue up 16.9% YoY, driven by strong demand for advanced chips.

 stock-market-today-sp-500-nasdaq-futures-rise-as-nvidia-tsmc-occidental-petroleum-lead-advances

U.S. stock futures rose on Monday after Friday’s mixed close. Futures of major benchmark indices were higher.

 rumble-advances-bid-to-acquire-northern-data-to-boost-cloud-computing-capabilities

Rumble Inc. (NASDAQ: RUM) has finalized a business deal with Northern Data AG that will significantly enhance its cloud computi...

 ming-chi-kuo-says-elon-musks-ai-chip-strategy-is-no-bluff--teslas-plan-to-build-its-own-fabs-marks-a-major-shift-away-from-tsmc-heres-why

Analyst Ming-Chi Kuo said Elon Musk's plan for Tesla to build its own semiconductor fabs marks a strategic shift toward AI ...

 tsmc-chief-cc-wei-says-nvidia-ceo-wants-more-chips-as-jensen-huang-enjoys-hotpot-in-taipei-and-praises-the-taiwanese-foundry-no-tsmc-no-nvidia

Nvidia CEO Jensen Huang praised TSMC as vital to his company's success during his Taiwan visit, where he met TSMC chief CC ...

 consumer-tech-news-nov-3-7-trump-blocks-nvidia-blackwell-ai-chip-exports-china-bans-foreign-ai-chips-in-data-centers--more

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

 trumps-china-tariff-u-turn-ray-dalios-melt-up-warning-and-more-this-week-in-economy

Weekend roundup: Trump's China tariff shift, $17T investment claim, Dalio warns of market melt-up, shutdown hits GDP, Schif...

 dan-ives-says-tech-stocks-will-rip-higher-through-year-end-amid-growing-ai-valuation-concerns-bull-market-has-2-more-years-of-runway

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

 the-good-the-bad-and-the-ugly-of-the-ai-capex-race

Silicon Valley is investing heavily in artificial intelligence like never before.

 benzinga-bulls-and-bears-starbucks-draftkings-enovix--and-ai-stocks-take-a-fall

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our t...

 benzinga-bulls-and-bears-starbucks-draftkings-enovix--and-ai-stocks-take-a-fall

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our t...

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