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News

OPINIONS

Core News & Articles

Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing new ...

 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

Snowflake (NYSE: SNOW), the AI Data Cloud company, announced a new integration with NVIDIA to accelerate ML workflows directly ...

 taiwan-semiconductor-scores-nearly-5-billion-in-global-subsidies-to-build-more-chip-factories-worldwide

Taiwan Semiconductor received $4.71 billion in subsidies from U.S., Japan, Germany, and China to support global diversification.

 arm-becomes-power-efficiency-engine-for-ai-wins-big-with-amazon-google-and-meta

Arm Holdings' Neoverse platform is powering major hyperscalers and offering energy-efficient and scalable solutions.

 stock-market-today-dow-jones-sp-500-nasdaq-futures-dip-as-home-depot-cuts-profit-view-axalta-coating-molina-healthcare-in-focus-updated

(Editor’s note: The future prices of benchmark tracking ETFs, earnings, and the headline were updated in the story.) U.S. st...

 databricks-reportedly-eyes-130-billion-valuation-in-fresh-funding-talks-as-investors-weigh-ai-boom-against-tech-bubble-concerns

Databricks is reportedly in talks to raise capital at a valuation of more than $130 billion — about 30% higher than its last fi...

 jim-cramer-tells-sundar-pichai-to-stop-spending-irrationally-on-ai-calls-apple-a-winner

Jim Cramer advised Sundar Pichai to stop spending irrationally on artificial intelligence in response to the Google CEO's r...

 stifel-maintains-buy-on-nvidia-raises-price-target-to-250

Stifel analyst Ruben Roy maintains NVIDIA (NASDAQ:NVDA) with a Buy and raises the price target from $212 to $250.

 nvidia-and-tesla-valuation-look-most-irrational-says-valuation-guru-aswath-damodaran-does-not-hold-up-to-scrutiny

"Dean of Valuation" Aswath Damodaran calls Nvidia and Tesla the "most irrational" stocks, warning their prices ...

 as-mag-7-companies-surpass-20-trillion-in-market-cap-60-of-americans-think-were-in-a-recession-says-adam-kobeissi

Adam Kobeissi is warning about an increasingly stark disconnect between soaring stock valuations and weakening consumer sentiment.

Core News & Articles

-Reuters

 michael-burry-set-to-be-interviewed-by-big-short-author-michael-lewis-very-soon--what-you-should-know

Michael Burry will be interviewed by author Michael Lewis on a special anniversary podcast series celebrating The Big Short'...

 dow-dips-over-550-points-ahead-of-economic-data-fear--greed-index-in-extreme-fear-zone

The CNN Money Fear and Greed index showed increased fear levels on Monday, while U.S. stocks closed lower.

 nvidia-earnings-are-the-super-bowl-for-the-entire-market-could-trigger-a-massive-shift-youre-going-to-be-able-to-hear-a-pin-drop

Analysts say Nvidia's upcoming earnings could be a market-moving "Super Bowl" for tech, with expectations of contin...

 bitcoin-ethereum-xrp-dogecoin-plunge-as-extreme-fear-sentiment-intensifies-despite-terrible-market-environment-analyst-says-not-selling

Leading cryptocurrencies declined alongside stocks on Monday amid a wave of sharp selling.

 nvidia-dell-coinbase-gorilla-technology-and-archer-aviation-why-these-5-stocks-are-on-investors-radars-today

U.S. stocks closed lower on Monday, with the Dow slipping 1.2% to 46,590.24, the S&P 500 easing 0.92% to 6,672.41, and the ...

Core News & Articles

https://www.bloomberg.com/news/articles/2025-11-17/arm-to-offer-nvidia-s-nvlink-technology-in-ai-data-center-chips

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