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Rothschild & Co Redburn analyst Alexander Haissl downgraded Amazon, noting a risk of overbuild as generative AI scales
https://blogs.nvidia.com/blog/nvidia-microsoft-ai-superfactories/
Microsoft shares dipped after Rothschild & Co Redburn downgraded the stock, says generative AI argument is no longer convin...
https://www.bloomberg.com/news/articles/2025-11-18/sap-to-keep-microsoft-eu-cloud-running-if-trump-orders-shutdown
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.
U.S. chip demand shifts to AMD and Arm, outpacing Intel in PC and server shipments due to supply constraints and AI growth oppo...
Here's how ETFs are positioned as investors rotate into software, cybersecurity ahead of Nvidia's earnings.
Key Earnings Data
Rothschild & Co analyst Alex Haissl downgrades Microsoft (NASDAQ:MSFT) from Buy to Neutral and lowers the price target f...