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News

OPINIONS

 congressman-bringing-back-faang-invests-750k-in-netflix-stock-while-avoiding-tesla

A Congressman who has been buying millions of dollars in Magnificent Seven stocks adds Netflix stock to his shopping list.

 meta-becomes-an-energy-trader-to-feed-its-massive-ai-power-needs

Meta Platforms Inc (NASDAQ: META) is entering electricity trading to secure power for AI expansion. It will partner with trade...

 why-amazon-is-pouring-billions-into-a-small-mississippi-city

Amazon commits $3 billion to build a new data center campus in Mississippi, creating jobs and expanding its AI capabilities.

 jim-cramer-warns-investors-to-stay-away-from-nebius-other-ai-infra-stocks-amid-capital-destruction

TV host Jim Cramer issued a stark warning to investors regarding Dutch AI infrastructure company, Nebius Group.

 why-are-stocks-falling-top-analyst-issues-bombshell-warning-as-volatility-hits-wall-street

A prominent market strategist is sounding the alarm on the long-term cost structure of the AI boom.

 dan-ives-says-this-is-not-an-ai-bubble-calls-nvidias-quarter-a-masterpiece-ross-gerber-says-hes-not-buying-the-jobs-report

Nvidia's stock slipped despite a blockbuster quarter as Dan Ives defended the company's long-term AI trajectory and dis...

Core News & Articles

Jobs Report

 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...

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