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News

OPINIONS

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

 microsoft-ceo-satya-nadella-reveals-real-ai-bottleneck-after-35-billion-anthropic-partnership-and-its-not-gpus

Microsoft CEO Satya Nadella reveals the real AI bottleneck is "powered shells," not GPUs, following a $35B partnership ...

 is-saudi-arabia-about-to-become-big-techs-next-billion-dollar-ai-playground

U.S. chip stocks including Nvidia and AMD positioned for growth with strategic deal between U.S. and Saudi Arabia's Humain ...

 nvidia-ceo-says-anthropic-has-revolutionized-agentic-ai-space-as-jensen-huang-satya-nadella-dario-amodei-talk-about-new-partnership

Nvidia, Microsoft and Anthropic have formed a major new partnership involving billions in investments.

 michael-burry-bet-over-1-billion-against-nvidia-and-palantir-but-this-former-alphabet-executive-says-the-big-short-investor-has-got-it-all-wrong

Michael Burry is betting over $1 billion against Nvidia and Palantir, but David Friedberg argues the famed investor is wrong ab...

 elon-musk-says-this-is-when-tesla-will-have-its-nvidia-moment-major-valuation-change

Elon Musk says once Tesla achieves these critical milestones, there will be a major valuation change for TSLA stock.

 amazon-google-microsoft-named-as-essential-providers-in-sweeping-financial-sector-move-eu-watchdogs-gain-oversight

The EU has designated major cloud providers including AWS, Google Cloud and Microsoft as "critical" under new DORA rule...

 sundar-pichai-introduces-gemini-3-as-googles-most-intelligent-ai-model-get-what-you-need-with-less-prompting

Google launched its most advanced AI yet, Gemini 3, positioning it as a smarter, more intuitive competitor to OpenAI's GPT-...

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