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OPINIONS

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Gold And Tech Are Rising Together—But Hist...
10/17/2025 13:08:33

Gold and tech stocks are rising together, defying logic and setting the stage for a potential break. Gold is up 60% in 2025 whi...

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US Chip Stocks Tumble As Trade Tensions Wi...
10/17/2025 11:52:01

Semiconductor stocks plummet amidst US-China tensions. Micron exits China data center market following ban, spurring supply cha...

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Who Benefits From AI Spending? JP Morgan's...
10/16/2025 18:14:03

AI and hyperscale demand drive semiconductor growth for Nvidia, AMD, Broadcom. Rising hyperscaler capex and AI infrastructure i...

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Gold Hits $4,270, Bitcoin Plunges Below $1...
10/16/2025 16:50:14

In an otherwise cautious session on Wall Street, gold and silver stole the spotlight once again, with both precious metals push...

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What Is Going On With Nvidia, Broadcom Sto...
10/16/2025 15:43:28

Taiwan Semiconductor reports strong earnings, driven by high demand for advanced processor technologies critical to AI applicat...

broadcom-unusual-options-activity
Broadcom Unusual Options Activity
10/16/2025 15:01:19

meta-taps-arm-to-power-ai-across-devices-and-the-cloud
Meta Taps Arm To Power AI Across Devices A...
10/15/2025 18:42:05

Arm and Meta partner to boost AI efficiency from devices to data centers, leveraging Arm's compute leadership and Meta'...

Core News & Articles
10 Information Technology Stocks Whale Act...
10/15/2025 17:35:27

bank-earnings-lift-wall-street-gold-hits-4200-whats-moving-markets-wednesday
Bank Earnings Lift Wall Street, Gold Hits ...
10/15/2025 17:06:54

Wall Street rose on Wednesday, with investor optimism lifted by strong bank and corporate earnings alongside growing expectatio...

openai-is-reportedly-working-on-a-five-year-plan-to-fulfill-its-massive-spending-pledge
OpenAI Is Reportedly Working On A Five-Yea...
10/15/2025 13:37:22

OpenAI is reportedly chasing new revenue streams, debt partnerships, and additional fundraising as part of a five-year plan to ...

nvidia-marvell-broadcom-bounce-back-after-asml-earnings-boost-investor-confidence
Nvidia, Marvell, Broadcom Bounce Back Afte...
10/15/2025 11:32:01

AI chip companies Nvidia, Broadcom, Marvell, and Super Micro Computer stocks recover as ASML reports strong earnings.

astera-labs-jumps-over-5-premarket-amid-new-arm-partnership
Astera Labs Jumps Over 5% Pre‑Market Amid ...
10/15/2025 09:31:33

Astera Labs stock rose in pre-market trading after announcing a strategic partnership with Arm to advance AI chip development.

mark-cuban-warns-openais-new-chatgpt-update-could-backfire-why-take-the-risk
Mark Cuban Warns OpenAI's New ChatGPT Upda...
10/15/2025 09:07:21

Mark Cuban criticized OpenAI CEO Sam Altman's plan to loosen ChatGPT restrictions and introduce adult content for verified ...

wells-fargo-citigroup-jump-powell-flags-jobs-risks-whats-moving-markets-tuesday
Wells Fargo, Citigroup Jump; Powell Flags ...
10/14/2025 17:51:17

Wall Street edged higher Tuesday as strong bank earnings lifted sentiment, even as renewed U.S.-China trade tensions kept inves...

broadcoms-ai-pivot-could-unlock-400-breakout--but-the-streets-still-catching-up
Broadcom's AI Pivot Could Unlock $400 Brea...
10/14/2025 16:38:09

Broadcom (AVGO) is poised for growth with its OpenAI partnership.

broadcoms-10gw-ai-deal-with-openai-could-generate-up-to-300-billion-revenue-analysts-highlight-growth-from-custom-silicon-and-networking-solutions
Broadcom's 10GW AI Deal With OpenAI Could ...
10/14/2025 16:30:38

Broadcom (AVGO) and OpenAI launch multi-year partnership to deploy 10GW of custom AI silicon and rack-level systems, positionin...

ubs-maintains-buy-on-broadcom-raises-price-target-to-415
UBS Maintains Buy on Broadcom, Raises Pric...
10/14/2025 15:56:24

UBS analyst Timothy Arcuri maintains Broadcom (NASDAQ:AVGO) with a Buy and raises the price target from $365 to $415.

citigroup-maintains-buy-on-broadcom-raises-price-target-to-415
Citigroup Maintains Buy on Broadcom, Raise...
10/14/2025 15:35:09

Citigroup analyst Christopher Danely maintains Broadcom (NASDAQ:AVGO) with a Buy and raises the price target from $350 to $415.

morgan-stanley-maintains-overweight-on-broadcom-raises-price-target-to-409
Morgan Stanley Maintains Overweight on Bro...
10/14/2025 15:32:38

Morgan Stanley analyst Joseph Moore maintains Broadcom (NASDAQ:AVGO) with a Overweight and raises the price target from $382...

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