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News

OPINIONS

 these-20-stocks-now-make-up-half-of-the-sp-500heres-why-thats-risky

A new report shows the S&P 500 is now more concentrated than ever, with 20 companies making up over 50% of its value, drive...

 microsoft-doubles-down-on-ai-independence-with-10-billion-portugal-data-center

Microsoft is investing $10 billion in an AI data center in Portugal, highlighting its push for a potential $5 trillion valuation.

Core News & Articles

https://www.theinformation.com/articles/openais-stargate-project-gets-3-billion-blue-owl-investment

 metas-ai-chief-scientist-to-reportedly-depart-launch-own-startup-amid-zuckerbergs-ai-push

Yann LeCun, the chief artificial intelligence scientist at Meta Platforms is reportedly planning to leave the company to establ...

 microsoft-to-invest-10-billion-in-ai-data-hub-in-portugal---bloomberg

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

 anthropic-has-a-sharp-edge-against-openaicheaper-chips

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

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...

 microsoft-deal-could-truly-change-how-investors-see-iren-analyst-says

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

Core News & Articles

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

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