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News

OPINIONS

 amd-exceptionally-positioned-ahead-of-q3-chipmaker-is-just-getting-started-in-ai-supercycle-that-could-run-through-2030-says-bofas-vivek-arya

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

 jim-cramer-says-forget-coreweave-as-he-reverses-on-iren-nebius-past-doubts-dont-matter-amid-that-much-demand

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

 michael-burry-warns-ai-boom-is-repeat-of-2000s-dot-com-bust-after-revealing-1-billion-bearish-bet-on-pltr-nvda

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

 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'...

 rigetti-d-wave-stocks-down-etf-reactions-diverge-in-market-shakeup

Quantum ETFs face turbulence as Rigetti and D-Wave stocks plummet.

Core News & Articles

Rapid7, Inc. (NASDAQ: RPD), a leader in threat detection and exposure management, today announced an expanded partnership with ...

 amazons-38b-openai-deal-proves-nvidias-monopoly-is-already-breaking

The fact that OpenAI needed $660 billion across five cloud providers to avoid vendor lock-in tells you everything about NVIDIA’...

 irens-500-stock-boom-hands-paul-tudor-jones-an-eight-figure-windfall

Bitcoin (CRYPTO: BTC) mining stocks don't usually mint Wall Street legends a fresh fortune — but IREN Ltd (NASDAQ:IREN) jus...

 iren-cipher-bag-billion-dollar-ai-deals-which-company-is-next

AI infrastructure providers are partnering with tech giants and cloud leaders as AI projects secure the power and hardware they...

Core News & Articles

Buffett Sells Stocks

 nvidia-rallies-as-microsoft-expands-ai-infrastructure-in-middle-east-with-us-backing

Microsoft announced new details of its long-term investment strategy in the UAE as Abu Dhabi and Dubai host conferences this week.

Core News & Articles

https://openai.com/index/aws-and-openai-partnership/

 microsoft-vows-to-spend-8-billion-in-uae-through-2029-on-cloud-chips---bloomberg

https://www.bloomberg.com/news/articles/2025-11-03/microsoft-vows-to-spend-8-billion-in-uae-through-2029-on-cloud-chips?embedde...

 iren-skyrockets-after-sealing-97-billion-ai-cloud-deal-with-microsoft

Pre-market trading sees IREN shares up after securing $9.7B cloud contract with Microsoft, partnering with Dell.

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