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News

OPINIONS

 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

Key Earnings Data 

 rothschild--co-downgrades-microsoft-to-neutral-lowers-price-target-to-500

Rothschild & Co analyst Alex Haissl downgrades Microsoft (NASDAQ:MSFT) from Buy to Neutral and lowers the price target f...

Core News & Articles

With Microsoft Azure and NVIDIA Omniverse libraries, IRIS Foundry connects operational data, AI, and simulation to drive next-g...

 microsoft-unveils-tool-to-help-companies-control-track-ai-agents--cnbc

https://www.cnbc.com/2025/11/18/microsoft-unveils-agent-365-to-help-companies-control-track-ai-agents.html

 nvidia-earnings-are-tomorrow-what-investors-need-to-watch-for

Nvidia shares are trading lower Tuesday morning, extending Monday's tech-led selloff as investors anxiously await the semic...

 cloudflare-stumbled--and-tech-stocks-extend-the-selloff

Cloudflare outage hit major platforms and tech stocks, with Nvidia, AMD and others falling as Nasdaq slid 1.2% and AI ETFs drop...

Core News & Articles

https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/#:~:text=Microsoft%2C%20NVIDIA%20and%20Anthropic%...

 everyones-bullish-cash-is-gonewhat-happens-if-the-fed-doesnt-cut

Fund managers hold just 3.7% cash, triggering a BofA sell signal as AI bubble fears rise and Fed cut odds collapse.

Core News & Articles

Netskope (NASDAQ:NTSK), a leader in modern security and networking for the cloud and AI era, today announced the general availa...

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