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News

OPINIONS

 david-teppers-hedge-funds-bets-on-amd-nvidia-in-q3-takes-profits-on-intel

A new 13F filing shows David Tepper's hedge fund betting on regional banks, semiconductors and more.

 tech-stocks-wipe-out-over-700-billion-as-traders-flee-ai-hype

Tech stocks lost $700 billion Thursday as fading Fed rate-cut hopes and AI-related power shortages triggered the Nasdaq's w...

Core News & Articles

Purpose-built AI model delivers instant insights and control for industrial teams, on the edge, offline and everywhere work hap...

 shutdowns-over-but-confidence-isnt-back-sector-etfs-reveal-where-investors-are-hiding

After the U.S. shutdown ends, markets fall as investors shift from QQQ, SPY and DIA, to defensive ETFs amid renewed caution.

 tradr-expands-leveraged-lineup-with-4-new-single-stock-etfs-targeting-ai-infrastructure-firms

The new ETFs offer 2x exposure to Bloom Energy, Celestica, NANO Nuclear Energy, and Synopsys—each linked to America's expan...

 microns-new-chip-aims-to-make-in-car-ai-and-safety-alerts-twice-as-fast

Micron Technology Inc (NASDAQ: MU) ships auto UFS 4.1 to customers worldwide. Enables faster AI data access, powering in-cabin ...

Core News & Articles

Rotating To Healthcare

 nvidia-bought-by-major-investor-betting-on-broader-ai-growth

Nvidia is surpassing Broadcom as investors favor its GPU growth and wider customer base. Aureus Asset Management buys Nvidia an...

 alibaba-stock-jumps-on-plans-to-relaunch-its-ai-app-as-chatgpt-competitor

Alibaba stock gains after restructuring its mobile AI app to resemble OpenAI's ChatGPT. Plans to integrate AI for shopping ...

 susquehanna-maintains-positive-on-nvidia-raises-price-target-to-230

Susquehanna analyst Christopher Rolland maintains NVIDIA (NASDAQ:NVDA) with a Positive and raises the price target from $210...

 oppenheimer-maintains-outperform-on-nvidia-raises-price-target-to-265

Oppenheimer analyst Rick Schafer maintains NVIDIA (NASDAQ:NVDA) with a Outperform and raises the price target from $225 to $...

 america-could-lose-ai-race-against-china-due-to-power-crunch-goldman-says

Goldman Sachs says U.S. AI growth may stall due to power shortages, giving China a shot to lead with 400 GW in spare capacity b...

Core News & Articles

https://www.wsj.com/tech/ai/china-ai-nvidia-chip-access-6a4fa63d?mod=e2tw&mod=e2tw

 taiwan-semiconductor-hikes-dividend-approves-15-billion-spending-plan-for-new-chip-factories

TSM raises dividend to 6 New Taiwanese dollars/share after record profits, signals financial stability & profitability to i...

 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...

 big-short-michael-burry-de-registers-his-hedge-fund-scion-asset-management

'Big Short' Michael Burry de-registers Scion Asset Management, SEC filings confirm. He clarifies his $912M Palantir bet...

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