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News

OPINIONS

Core News & Articles

Momo Buys On Pullback

 earnings-are-so-good-it-hurts-why-this-market-rally-suddenly-feels-tired

Earnings are booming, yet stocks are sliding. With the Shiller CAPE ratio near dot-com highs and AI hype cooling, is this rally...

 stock-market-today-dow-sp-500-nasdaq-futures-slip-but-mcdonalds-rises-after-q3-beat-amd-qualcomm-robinhood-in-focus-updated

(Editor’s note: The future prices of benchmark tracking ETFs and headlines were updated in the story.) U.S. stock futures de...

 kevin-oleary-says-ai-no-longer-hype-but-real-driver-of-productivity-as-bitcoin-miners-accelerate-shift-into-ai-infrastructure-business

Renowned investor and “Shark Tank” personality Kevin O’Leary acknowledged Tuesday the enhanced role of artificial intelligence ...

 jim-chanos-warns-iren-taking-all-the-risk-in-97-billion-microsoft-ai-pact-deal-will-decrease-eps

Jim Chanos warns IREN is taking "all the risk" in Microsoft AI deal, claiming it will "decrease EPS" with retur...

 dan-ives-slams-michael-burry-for-betting-against-messi-of-ai-palantir-says-he-is-dead-wrong

Dan Ives slams Michael Burry's Palantir (PLTR) short, calling him "dead wrong" and just "yelling fire in a crow...

 apple-planning-a-chromebook-killer-iphone-makers-new-budget-mac-will-target-students-businesses-and-casual-users-report

Apple is reportedly developing a new budget Mac laptop aimed at students, businesses and casual users, targeting Chromebook and...

 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...

 openai-launches-sora-for-android-devices--cnbc

https://www.cnbc.com/2025/11/04/openai-sora-android.html

 microsoft-neocloud-deals-pass-60-billion-in-ai-spending-frenzy---bloomberg-news

https://www.bloomberg.com/news/articles/2025-11-04/microsoft-neocloud-deals-cross-60-billion-in-ai-spending-frenzy

Core News & Articles

Smart Money Making Tactical Changes

 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...

 amd-exceptionally-positioned-ahead-of-q3-chipmaker-is-just-getting-started-in-ai-supercycle-that-could-run-through-2030-says-bofas-vivek-arya

Several prominent analysts are weighing in on Advanced Micro Devices Inc. ahead of the company's third-quarter results on T...

 jim-cramer-says-forget-coreweave-as-he-reverses-on-iren-nebius-past-doubts-dont-matter-amid-that-much-demand

Jim Cramer reverses on IREN & Nebius, saying 'massive demand' for AI makes past doubts and his CoreWeave preference...

 michael-burry-warns-ai-boom-is-repeat-of-2000s-dot-com-bust-after-revealing-1-billion-bearish-bet-on-pltr-nvda

Michael Burry calls the AI boom a repeat of the 2000 dot-com bust, revealing $1B in bearish bets against Nvidia and Palantir.

 nvidia-termed-undervalued-by-masayoshi-son-last-year-now-worth-5-trillion-here-is-what-japanese-billionaire-investor-said-about-ongoing-ai-hype

SoftBank CEO Masayoshi Son's 2024 prediction that Nvidia was "undervalued" has proven accurate as Jensen Huang'...

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