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News

OPINIONS

 druckenmiller-opens-position-in-amazon-closes-microsoft--heres-more-of-duquesnes-biggest-q3-moves

Stanley Druckenmiller's Duquesne Family Office Q3 13F reinforces the firm's reputation for agile and opportunity-driven...

 bill-ackman-cuts-alphabet-stake-as-warren-buffetts-berkshire-hathaway-builds-its-own

Bill Ackman's Pershing Square made a few small moves in the third quarter. Here's a look at the trades.

 magnificent-seven-loving-congressman-buys-stocks-again-but-this-time-only-three-of-the-seven

A Congressman who loves buying Magnificent Seven stocks may have narrowed down the list to three companies.

 bearish-on-ai-tell-that-to-the-600-billion-big-tech-is-about-to-spend

AI tech pullback in major names like Tesla, Microsoft, Palantir, and Nvidia reflects a temporary panic rather than a fundamenta...

 ai-spending-is-shifting--and-broadcom-marvell-are-positioned-to-win

AI datacenters are evolving from training to inference, benefiting Broadcom, Marvell & Celestica. Here's why these mode...

Core News & Articles

Fed Fears

 the-ai-bubble-is-bursting-but-not-for-the-reason-youd-think

AI stocks fall again, but not over weak demand. Wall Street warns supply bottlenecks may derail growth ahead.

Core News & Articles

https://www.wsj.com/tech/amazon-and-microsoft-back-effort-that-would-restrict-nvidias-exports-to-china-21e29e01 

 elon-musk-touts-solar-as-biggest-source-of-power-as-ai-industry-scrambles-for-energy-solutions

Elon Musk bets on solar as the 'biggest source of power' amid skyrocketing AI data center energy demand. Can orbital so...

 nvidia-faces-growing-pressure-as-amazon-microsoft-support-curbs-on-ai-chip-exports-to-china-report-updated

Amazon and Microsoft are backing new U.S. legislation that would further restrict Nvidia's AI chip exports to China, creati...

 david-teppers-hedge-funds-bets-on-amd-nvidia-in-q3-takes-profits-on-intel

A new 13F filing shows David Tepper's hedge fund betting on regional banks, semiconductors and more.

 tech-stocks-wipe-out-over-700-billion-as-traders-flee-ai-hype

Tech stocks lost $700 billion Thursday as fading Fed rate-cut hopes and AI-related power shortages triggered the Nasdaq's w...

Core News & Articles

Rotating To Healthcare

 top-analyst-says-oracles-irresponsible-ai-bet-differs-from-healthy-microsoft-and-google-demand-a-bad-business-with-very-low-margins

Analyst Gil Luria calls Oracle's AI bet "" anirresponsibled a "bad business," contrasting it with "heal...

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