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Magnificent Seven, beware. Kai Wu says Wall Street's AI darlings are shifting toward a riskier, capital-heavy model.
https://www.bloomberg.com/news/articles/2025-11-17/google-meta-delay-red-sea-cables-as-security-risks-rattle-plans?embedded-che...
Steve Eisman pushed back against Michael Burry's warning about how major technology companies are accounting for AI infrast...
Billionaire Peter Thiel has sold his entire stake in Nvidia Corporation (NASDAQ: NVDA) and significantly cut his holdings in Te...
Sen. Elizabeth Warren (D-Mass.) is raising concerns regarding the use of corporate donations to bankroll President Donald Trump...
China ends year-long gallium, germanium, and antimony export ban to the U.S., following the high-profile Trump-Xi meeting and t...