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News

OPINIONS

amds-earnings-could-rocket-by-2030-bank-of-america-says-ahead-of-analyst-day
AMD's Earnings Could Rocket By 2030, Bank ...
11/10/2025 21:15:14

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

amd-stock-surges-fueled-by-taiwan-semi-growth-shutdown-deal
AMD Stock Surges, Fueled By Taiwan Semi Gr...
11/10/2025 20:14:14

Advanced Micro Devices Inc (NASDAQ:AMD) shares are rising Monday following strong revenue results from Taiwan Semiconductor Man...

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...

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

Aggressive Stock Buying

investors-fear-an-ai-bubble-burstgoldman-says-its-still-early-days
Investors Fear An AI Bubble Burst—Goldman ...
11/10/2025 15:08:26

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

inquiry-into-nvidias-competitor-dynamics-in-semiconductors-amp-semiconductor-equipment-industry
Inquiry Into NVIDIA's Competitor Dynamics ...
11/10/2025 15:00:22

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...

taiwan-semiconductor-rallies-on-big-october-sales-and-growing-nvidia-demand
Taiwan Semiconductor Rallies On Big Octobe...
11/10/2025 10:44:51

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
Stock Market Today: S&P 500, Nasdaq Future...
11/10/2025 10:22:13

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 Advances Bid To Acquire Northern Da...
11/10/2025 08:45:06

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
Ming-Chi Kuo Says Elon Musk's AI Chip Stra...
11/10/2025 05:14:01

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
TSMC Chief CC Wei Says Nvidia CEO 'Wants M...
11/10/2025 03:53:19

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
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...

trumps-china-tariff-u-turn-ray-dalios-melt-up-warning-and-more-this-week-in-economy
Trump's China Tariff U-Turn, Ray Dalio's '...
11/09/2025 11:13:30

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
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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