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News

OPINIONS

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

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.

 disneys-youtube-blackout--costing-30-million-a-week--puts-pressure-on-these-etfs

Disney's mixed Q3 results and YouTube setback could sway media-focused ETFs as investors weigh streaming strength against r...

 meta-introduces-collections--testing-collaborative-buying-on-marketplace

https://about.fb.com/news/2025/11/facebook-marketplace-gets-a-glow-up/

Core News & Articles

Rotating To Healthcare

 elon-musk-says-delaware-is-bleeding-companies-as-coinbase-moves-to-texas

Coinbase quits Delaware for Texas, earning Musk's praise as COIN steadies near $300 key technical support.

 alexandr-wangs-advice-to-kids-sparks-backlash--question-raised-if-mark-zuckerberg-made-a-big-mistake-paying-143-billion-for-metas-new-ai-chief

Meta's new AI chief Alexandr Wang sparked controversy after urging kids to spend "10,000 hours" vibe coding, prompt...

 the-real-reason-this-analyst-still-calls-nebius-his-favorite-neocloud-player

Nebius Group (NASDAQ: NBIS) reported strong Q3 results, boosting capacity & revenue guidance through 2026. Analyst reiterat...

 meta-stock-continues-to-slide-whats-going-on

Meta Platforms Inc (NASDAQ:META) shares are trading lower on Wednesday. Here's everything you need to know.

 coreweave-stock-selloff-an-over-reaction-says-bullish-analyst

Analyst maintains Buy rating and $180 price target for CoreWeave despite market's reaction to Q3 earnings, citing strong pr...

Core News & Articles

AI Share

 meta-pledges-1-billion-to-build-ai-data-center-in-wisconsin--bloomberg

https://www.bloomberg.com/news/articles/2025-11-12/meta-pledges-1-billion-to-build-ai-data-center-in-wisconsin

 nebius-ceo-says-we-sold-out-everything-we-built-as-nbis-plans-expansion-across-israel-uk-more

Nebius Group NV has fully sold out all capacity due to overwhelming demand for AI infrastructure. Plans to expand to meet demand.

 mark-zuckerbergs-patience-ran-out-hyperbolic-cto-says-yann-lecuns-meta-exit-was-inevitable-after-15-billion-alexandr-wang-deal

Hyperbolic CTO Yuchen Jin claimed that Yann LeCun's reported exit from Meta was inevitable after Mark Zuckerberg's $15 ...

 nebius-set-to-join-meta-and-oracle-in-the-ai-debt-club

AI boom reshaping corp. balance sheets, Nebius NV plans to raise capital for expansion through debt, following path of Meta &am...

 why-nebius-is-learning-to-say-no-to-customers

Nebius (NBIS) is facing a problem many companies would love to have - too much demand. Despite selling out of all capacity, rev...

 burrys-big-short-20-from-palantir-hype-to-big-techs-frauds-of-the-modern-era

Michael Burry's next short is against Big Tech's accounting games, accusing firms like Meta and Oracle of inflated earn...

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