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News

OPINIONS

 apple-locks-in-over-half-of-tsmcs-2nm-chip-supply-as-shortage-looms--nvidia-pushes-for-more-ai-chips

Apple has reportedly secured over half of TSMC's 2nm chip capacity for 2026, tightening its lead in next-gen semiconductors.

Core News & Articles

-Reuters 

 scott-galloway-warns-of-potential-openai-collapse-triggering--an-ugly-market-shock-going-to-be-nowhere-to-hide

Scott Galloway, a bestselling author and NYU professor, has issued a dire warning about the potential collapse of OpenAI.

 intel-ceo-lip-bu-tan-takes-charge-of-ai-strategy-at-chipmaker-after-cto-sachin-katti-departs-for-chatgpt-parent-openai

Intel CEO Lip-Bu Tan has taken direct control of the company's AI strategy following CTO Sachin Katti's departure to Op...

 citigroup-maintains-buy-on-nvidia-raises-price-target-to-220

Citigroup analyst Atif Malik maintains NVIDIA (NASDAQ:NVDA) with a Buy and raises the price target from $210 to $220.

 amds-earnings-could-rocket-by-2030-bank-of-america-says-ahead-of-analyst-day

AMD may be entering its strongest growth phase yet, with Bank of America forecasting earnings per share reaching $18 by 2030.

 amd-stock-surges-fueled-by-taiwan-semi-growth-shutdown-deal

Advanced Micro Devices Inc (NASDAQ:AMD) shares are rising Monday following strong revenue results from Taiwan Semiconductor Man...

 anthropic-has-a-sharp-edge-against-openaicheaper-chips

Anthropic may have a cost advantage over OpenAI, thanks to its focus on efficiency and pricing transparency: cheaper chips.

 nvidia-stock-particularly-compelling-could-see-70-earnings-growth-in-2026-analyst-says

Bank of America Securities analyst Vivek Arya said skepticism around artificial intelligence (AI) spending is understandable bu...

 google-microsoft-meta-may-keep-powering-ai-etfs-as-blackrock-cio-calls-bubble-fears-overblown

AI ETFs stay resilient as Google, Meta, Microsoft continue to anchor gains, with BlackRock's CIO saying fears of an AI bubb...

 nvidias-1-in-ai-chips-fuels-10-in-tech-growth-palantir-snowflake-mongodb-poised-to-ride-next-ai-growth-wave

Analyst expects tech stocks to rise 8-10% by year-end amid AI revolution, citing strong fundamentals and Big Tech's aggress...

Core News & Articles

Aggressive Stock Buying

 investors-fear-an-ai-bubble-burstgoldman-says-its-still-early-days

Goldman Sachs says AI rally isn't a repeat of the 1999 dot-com bubble as corporate fundamentals remain strong.

 are-mag-7-stocks-driving-a-k-shaped-economy-as-wealth-gap-widens-analysts-weigh-in

The U.S. economy is increasingly becoming a 'K-shaped economy,' with the fortunes of wealthy consumers and those at the...

 nvidia-amd-lead-semiconductor-rally-after-taiwan-semiconductors-strong-october-sales

Semiconductor stocks rise as tech giants reaffirm commitment to AI-driven investment and Taiwan Semiconductor reports strong re...

 taiwan-semiconductor-rallies-on-big-october-sales-and-growing-nvidia-demand

The chipmaker TSMC posted solid October financial results with revenue up 16.9% YoY, driven by strong demand for advanced chips.

 stock-market-today-sp-500-nasdaq-futures-rise-as-nvidia-tsmc-occidental-petroleum-lead-advances

U.S. stock futures rose on Monday after Friday’s mixed close. Futures of major benchmark indices were higher.

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