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News

OPINIONS

 nvidias-big-earnings-beat-rescues-tech-these-major-etfs-move-higher-on-ai-euphoria

After Nvidia crushed earnings, ETFs across semiconductor, AI, and megacap tech, jumped as AI demand, global chip optimism fuele...

Core News & Articles

https://www.theinformation.com/articles/softbank-invest-3-billion-factory-openai-data-centers

 nvidias-earnings-lifeline-how-chipmakers-win-pulled-broader-risk-on-assets-caught-in-ai-crossfire

Nvidia's blowout earnings crush AI bubble fears, spark risk-on rally in stocks, crypto, gold, and dollar. Bitcoin hits $95K.

 satya-nadella-turns-to-cloud-playbook-for-ai-era-appoints-veteran-rolf-harms-to-lead-business-model-overhaul-report

Microsoft CEO Satya Nadella is reportedly set to revolutionize the company's business model for the AI era. Here's what...

 aoc-warns-of-2008-style-risks-from-ai-bubble-says-tech-giants-shouldnt-expect-a-bailout

Alexandria Ocasio-Cortez (D-NY) has raised concerns about a potential AI bubble and its economic repercussions.

Core News & Articles

Conf Call

Core News & Articles

Conf Call

 dan-loeb-raises-microsoft-stake-175-in-big-tech-push-dumps-workday-and-more-corrected

Dan Loeb's Third Point doubled its Microsoft stake and boosted Meta, Amazon, and Nvidia while fully exiting Workday and mul...

 amentum-stock-jumped-during-market-hours-heres-what-you-need-to-know

Amentum Holdings Inc (NYSE:AMTM) shares are trading significantly higher Wednesday. In light of the Trump administration's ...

Core News & Articles

https://www.pif.gov.sa/ar/news-and-insights/press-releases/2025/pif-site-and-microsoft-sign-mou-to-explore-sovereign-cloud-serv...

 ai-powerhouses-or-small-cap-rebound-etfs-to-watch-as-morgan-stanley-eyes-sp-500-at-7800

Morgan Stanley's 7,800 S&P 500 call signals a two-speed rally. See the ETFs best placed for the AI mega-cap surge and s...

 openai-introduces-chatgpt-for-teachers-and-making-it-free-through-june-2027-after-june-2027-may-adjust-pricing-but-goal-is-to-keep-chatgpt-for-teachers-affordable-for-educators

https://openai.com/index/chatgpt-for-teachers/

 microsoft-lighting-the-path-forward-in-ai-analyst-says-intelligence-revolution-is-in-full-flight

A Microsoft analyst highlights the company's recent Anthropic partnership and how the company is benefitting from enterpris...

Core News & Articles

https://www.gsa.gov/about-us/newsroom/news-releases/gsa-perplexity-sign-first-direct-to-gov-deal-11192025#:~:text=Under%20this%...

Core News & Articles

https://openai.com/index/target-partnership

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