A sharp tech selloff wiped out over $500B as Palantir, Nvidia, and others tumbled. Valuation concerns grow with CAPE ratio near...

https://www.cnbc.com/2025/11/04/openai-sora-android.html

https://www.bloomberg.com/news/articles/2025-11-04/microsoft-neocloud-deals-cross-60-billion-in-ai-spending-frenzy

Smart Money Making Tactical Changes

China's subsidies for data centers lead to drop in AI chip stocks like Nvidia, Broadcom, Marvell, AMD, TSMC, Micron, Arm, I...

Several prominent analysts are weighing in on Advanced Micro Devices Inc. ahead of the company's third-quarter results on T...

Jim Cramer reverses on IREN & Nebius, saying 'massive demand' for AI makes past doubts and his CoreWeave preference...

Michael Burry calls the AI boom a repeat of the 2000 dot-com bust, revealing $1B in bearish bets against Nvidia and Palantir.