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News

OPINIONS

 gene-munster-warns-nvidia-faces-catch-22-ahead-of-earnings-but-remains-bullish-i-remain-positive-on-shares

Gene Munster warned that Nvidia faces a short-term "Catch-22" around its upcoming earnings — with either strong or mode...

 softbank-swaps-nvidia-for-openai--is-the-hardware-play-done

SoftBank sells $5.8 billion of Nvidia shares for $22.5 billion commitment to OpenAI, signaling shift from hardware to software ...

 dow-surges-over-550-points-as-shutdown-nears-end-investor-fear-eases-greed-index-in-fear-zone

US stocks gain on easing fear levels, wait for spending bill vote. Dow up 550 points. SoftBank sells Nvidia stake. Sea Ltd. sha...

Core News & Articles

The Wide Spread AI Investing Myth

Core News & Articles

https://www.theinformation.com/articles/openais-stargate-project-gets-3-billion-blue-owl-investment

 softbank-says-skipping-ai-is-riskier-than-betting-big

SoftBank Group reports 7.8% increase in quarterly net sales, with strong performance from Arm Holdings and Vision Fund investme...

 softbank-offloads-15-billion-nvidia-and-t-mobile-stakes-to-fund-ai-push

SoftBank's Q2 earnings: Entire $5.83B Nvidia stake sold. $9.17B T-Mobile sale also reported to fund AI ventures.

 softbank-group-q2-eps-593-up-from-270-yoy-sales-13000b-up-from-11879b-yoy

SoftBank Group (OTC:SFTBY) reported quarterly earnings of $5.93 per share. This is a 119.63 percent increase over earnings of $...

Core News & Articles

-Reuters 

 top-economist-warns-us-stock-valuations-are-at-historically-extreme-levels--could-correction-happen-soon

The latest warning about the potential bubble in the stock market comes from Apollo Global Management Inc.'s chief economis...

 marvell-technology-shares-jump-98-pre-market-after-report-says-japans-softbank-mulled-takeover-of-us-chipmaker-updated

SoftBank Group explored a potential takeover of U.S. chipmaker Marvell Technology Inc. earlier this year, according to a report.

Core News & Articles

https://www.bloomberg.com/news/newsletters/2025-11-06/softbank-flirted-with-marvell-takeover-to-supercharge-arm 

 softbank-shares-plummet-over-10-in-japan-amid-valuation-jitters--arm-holdings-samsung-sk-hynix-also-feel-the-heat

Shares of SoftBank Group fell by 10% in Japan on Wednesday, reflecting a broader decline in AI-related stocks amid growing valu...

 nvidia-termed-undervalued-by-masayoshi-son-last-year-now-worth-5-trillion-here-is-what-japanese-billionaire-investor-said-about-ongoing-ai-hype

SoftBank CEO Masayoshi Son's 2024 prediction that Nvidia was "undervalued" has proven accurate as Jensen Huang'...

 openai-to-build-massive-ai-campus-in-michigan-with-oracle

OpenAI plans to build a new Stargate campus in Michigan with Oracle & SoftBank, expanding AI infrastructure and creating jobs.

Core News & Articles

https://www.wsj.com/real-estate/relateds-more-than-7-billion-data-center-project-is-one-of-largest-deals-yet-c2aee808?gaa_at=ea...

 sam-altmans-openai-targets-up-to-1-trillion-valuation-in-historic-ipo-after-major-restructuring-and-california-approval-report

OpenAI is reportedly preparing for a potential IPO that could value the ChatGPT maker at up to $1 trillion as early as 2026–202...

 uber-partners-with-nvidia-to-scale-autonomous-driving-globally-ceo-dara-khosrowshahi-calls-chipmaker-backbone-of-the-ai-era

Uber CEO hails Nvidia as 'backbone' of AI era amid partnership. Nvidia also collaborating with Stellantis, Lucid & ...

 openai-says-1-trillion-ai-buildout-could-lift-gdp-by-5-urges-100-gw-energy-push-to-close-electron-gap-with-china-report

OpenAI reportedly projects that the U.S. economy could see substantial gains by 2030, provided the government invests heavily i...

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