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News

OPINIONS

 everyones-bullish-cash-is-gonewhat-happens-if-the-fed-doesnt-cut

Fund managers hold just 3.7% cash, triggering a BofA sell signal as AI bubble fears rise and Fed cut odds collapse.

 arm-becomes-power-efficiency-engine-for-ai-wins-big-with-amazon-google-and-meta

Arm Holdings' Neoverse platform is powering major hyperscalers and offering energy-efficient and scalable solutions.

 nvidia-and-tesla-valuation-look-most-irrational-says-valuation-guru-aswath-damodaran-does-not-hold-up-to-scrutiny

"Dean of Valuation" Aswath Damodaran calls Nvidia and Tesla the "most irrational" stocks, warning their prices ...

 andrew-ng-says-most-productive-engineers-are-really-on-top-of-ai--heres-whos-falling-behind

Andrew Ng warns engineers who dont adopt AI tools may fall behind. Experienced AI engineers are most productive and in high dem...

 as-mag-7-companies-surpass-20-trillion-in-market-cap-60-of-americans-think-were-in-a-recession-says-adam-kobeissi

Adam Kobeissi is warning about an increasingly stark disconnect between soaring stock valuations and weakening consumer sentiment.

 elon-musk-says-im-down-for-xai-apple-collaboration-amid-bezos-backed-project-prometheus-buzz

Elon Musk says he is open to collaborate with Apple to offer Grok integration on the company's voice assistant Siri.

 elon-musk-calls-jeff-bezos-copycat-after-reported-launch-of-ai-startup-project-prometheus-haha-no-way

Elon Musk shares thoughts on Jeff Bezos's new startup Project Prometheus, calling him a copycat as the pair's rivalry h...

 amazon-raises-15-billion-in-oversubscribed-bond-sale-amid-surging-ai-cost

Amazon is returning to the bond market with a $15 billion sale as it ramps up AI spending, joins rivals Meta and Oracle in a ma...

 jeff-bezos-says-almost-everyone-focuses-on-what-the-next-10-years-will-look-likeheres-what-people-should-ask-instead

Amazon's latest surge in AWS growth and AI focus suggests that Jeff Bezos' long-standing philosophy of building around ...

 hedge-funds-bet-big-on-sp-500-spy-ivv-dominate-q3-buys

Q3 filings show hedge funds buying IVV and SPY at scale, rotating from crowded mega-cap trades into broad market ETFs. Here'...

 ford-brings-add-to-cart-used-car-buying-to-amazons-website

Ford partners with Amazon to sell certified used cars on e-commerce site, following Hyundai's lead. Customers can browse, f...

Core News & Articles

Dip Buyers Save The Market

Core News & Articles

Saba sells credit derivatives to hedge against tech stock risks, source saysSells Oracle, Microsoft, Meta, Amazon, Google CDSsA...

 goodbye-nvidia-hello-microsoft-halvorsens-big-q3-hedge-fund-pivot

Andreas Halvorsen of Viking Global Investors' portfolio Q3 changes included exits from Amazon, Nvidia and Qualcomm.

Core News & Articles

and Amazon Web Services, Inc, (AWS), an Amazon.com, Inc. company (NASDAQ:AMZN), today announced a new multi-year strategic coll...

Core News & Articles

https://www.bloomberg.com/news/articles/2025-11-17/tech-giants-cloud-power-probed-as-eu-weighs-inclusion-in-dma

 magnificent-seven-will-become-low-profit-tech-utilities-analyst-warns

Magnificent Seven, beware. Kai Wu says Wall Street's AI darlings are shifting toward a riskier, capital-heavy model.

Core News & Articles

https://www.bloomberg.com/news/articles/2025-11-17/ford-taps-amazon-to-let-shoppers-buy-its-used-cars-online

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