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News

OPINIONS

 nvidias-big-test-is-here--and-it-could-save-or-sink-the-ai-rally

Nvidia's Q3 earnings could trigger a $320B market swing. With AI hype high and seasonal weakness looming, Wall Street brace...

Core News & Articles

https://www.theinformation.com/articles/amds-lisa-su-got-nvidias-skin

Core News & Articles

https://www.gsa.gov/about-us/newsroom/news-releases/gsa-perplexity-sign-first-direct-to-gov-deal-11192025#:~:text=Under%20this%...

 stock-market-today-dow-jones-sp-500-futures-rise-target-slips-after-cutting-profit-viewnvidia-constellation-energy-doordash-in-focus-updated

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

 nvidia-netflix-lockheed-martin-and-a-basic-materials-stock-on-cnbcs-final-trades

On CNBC's Halftime Report Final Trades, Joshua Brown of Ritholtz Wealth Management liked Netflix's stock price action. ...

 nvidias-smartphone-style-memory-shift-to-trigger-a-100-price-surge-in-server-memory-by-2026-report

Nvidia's decision to integrate smartphone-style memory chips into its AI servers could potentially double the prices of ser...

 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 ...

 broadcom-expands-nec-partnership-to-help-businesses-modernize-cloud-setups

Broadcom expands partnership with NEC to promote adoption of VMware Cloud Foundation, offering flexibility, speed, and security.

 forget-mag-7-nvidias-biggest-supplier-is-ripping-higher--growth-score-spikes

The single biggest supplier to Nvidia Corp. looks all set to surge with a big spike in its Growth score in Benzinga's Edge ...

Core News & Articles

https://www.wsj.com/tech/ai/brookfield-is-raising-10-billion-for-new-ai-infrastructure-fund-e345eaa2 

 donald-trump-warns-china-will-easily-catch-us-in-ai-race-if-washington-doesnt-stop-state-by-state-regulation-we-must-have

Trump warned that fragmented state-level AI regulations could allow China to surpass the U.S. in the global AI race.

 saudi-arabia-to-buy-nearly-300-us-tanks-in-defense-deal-boosts-investment-commitment-to-1-trillion

Saudi Arabia has committed to purchasing hundreds of U.S.-made tanks, underlining an expansive defense and economic partnership...

 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-says-scion-asset-management-is-not-closing-just-no-longer-runs-fund-for-outside-investors

Michael Burry clarifies that Scion Asset Management is still active in markets after de-registering his hedge fund.

 elon-musk-back-at-white-house-for-trumps-dinner-with-saudi-crown-prince-in-first-visit-since-public-feud

Elon Musk made a high-profile return to the White House on Tuesday, joining a dinner hosted by President Donald Trump in honor ...

 nvidia-led-rally-still-has-legs-ahead-of-q3-analyst-says-no-hype-driven-demand-as-ai-trade-rooted-in-tangible-enterprise-demand-not-a-bubble

Ahead of NVIDIA Corp.'s (NASDAQ: NVDA) much-anticipated third-quarter results on Wednesday, leading analysts remain optimis...

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