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News

OPINIONS

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-...

 trump-white-house-approves-1-billion-loan-to-restart-three-mile-island-nuclear-plant

The Trump administration has approved a credit facility worth $1 billion for Constellation Energy to help reopen Three Mile Isl...

 amazon-stock-slides-following-rothschild--co-downgrade

Rothschild & Co Redburn analyst Alexander Haissl downgraded Amazon, noting a risk of overbuild as generative AI scales

Core News & Articles

https://blogs.nvidia.com/blog/nvidia-microsoft-ai-superfactories/

 microsoft-stock-slides-on-analyst-downgrade-as-tech-sector-faces-ai-valuation-jitters-and-profit-taking-pressure

Microsoft shares dipped after Rothschild & Co Redburn downgraded the stock, says generative AI argument is no longer convin...

Core News & Articles

https://www.bloomberg.com/news/articles/2025-11-18/sap-to-keep-microsoft-eu-cloud-running-if-trump-orders-shutdown

 vix-spikes-should-you-buy-the-market-dip

The VIX is up 45% as the S&P 500 breaks its 138-day trend above the 50-day average. Here's what history shows.

 amd-and-arm-are-quietly-pulling-ahead-in-us-chip-shipments--while-intel-battles-shortages

U.S. chip demand shifts to AMD and Arm, outpacing Intel in PC and server shipments due to supply constraints and AI growth oppo...

 nvidia-sneezed-ai-etfs-shivered--is-this-the-correction-investors-wanted

Here's how ETFs are positioned as investors rotate into software, cybersecurity ahead of Nvidia's earnings.

Core News & Articles

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