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News

OPINIONS

 stock-market-today-sp-500-nasdaq-futures-drop-despite-senate-passing-resolution-to-reopen-governmentnvidia-paramount-skydance-in-focus-updated

Editor’s Note: The future prices of benchmark tracking ETFs and the lede were updated in the story U.S. stock futures were s...

 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.

 why-is-coreweave-down-nearly-9-in-pre-market-despite-strong-q3-results

Shares of CoreWeave Inc. fell 8.72% during Tuesday's pre-market trading session despite an upbeat results performance.

 andrew-ng-says-ai-assisted-vibe-coding-revolutionizing-software-development-making-coding-accessible-to-ceos-non-engineers

Tech pioneer Andrew Ng says AI-assisted coding is lowering the barrier to software development, allowing anyone to innovate fas...

 nvidia-now-larger-than-6-out-of-11-us-sectorstom-lee-says-its-cheaper-than-costco-ai-stocks-still-in-really-good-shape

Tom Lee defends Nvidia's massive valuation, calling it 'cheaper than Costco.' Get the analysis on why AI stocks are...

 michael-burry-doubles-down-on-ai-bubble-claims-as-short-trade-backfires-says-oracle-meta-are-overstating-earnings-by-understating-depreciation

Michael Burry is doubling down on his AI bubble claims, as his short position backfires following the rally in key stocks early...

 apple-locks-in-over-half-of-tsmcs-2nm-chip-supply-as-shortage-looms--nvidia-pushes-for-more-ai-chips

Apple has reportedly secured over half of TSMC's 2nm chip capacity for 2026, tightening its lead in next-gen semiconductors.

Core News & Articles

-Reuters 

 scott-galloway-warns-of-potential-openai-collapse-triggering--an-ugly-market-shock-going-to-be-nowhere-to-hide

Scott Galloway, a bestselling author and NYU professor, has issued a dire warning about the potential collapse of OpenAI.

 intel-ceo-lip-bu-tan-takes-charge-of-ai-strategy-at-chipmaker-after-cto-sachin-katti-departs-for-chatgpt-parent-openai

Intel CEO Lip-Bu Tan has taken direct control of the company's AI strategy following CTO Sachin Katti's departure to Op...

 citigroup-maintains-buy-on-nvidia-raises-price-target-to-220

Citigroup analyst Atif Malik maintains NVIDIA (NASDAQ:NVDA) with a Buy and raises the price target from $210 to $220.

 amds-earnings-could-rocket-by-2030-bank-of-america-says-ahead-of-analyst-day

AMD may be entering its strongest growth phase yet, with Bank of America forecasting earnings per share reaching $18 by 2030.

 amd-stock-surges-fueled-by-taiwan-semi-growth-shutdown-deal

Advanced Micro Devices Inc (NASDAQ:AMD) shares are rising Monday following strong revenue results from Taiwan Semiconductor Man...

 anthropic-has-a-sharp-edge-against-openaicheaper-chips

Anthropic may have a cost advantage over OpenAI, thanks to its focus on efficiency and pricing transparency: cheaper chips.

 nvidia-stock-particularly-compelling-could-see-70-earnings-growth-in-2026-analyst-says

Bank of America Securities analyst Vivek Arya said skepticism around artificial intelligence (AI) spending is understandable bu...

 google-microsoft-meta-may-keep-powering-ai-etfs-as-blackrock-cio-calls-bubble-fears-overblown

AI ETFs stay resilient as Google, Meta, Microsoft continue to anchor gains, with BlackRock's CIO saying fears of an AI bubb...

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