CPI Inflation Came Hot: Watch These Stocks If Kevin Warsh Hikes Next Week
Friday's hotter-than-expected core inflation report has put a Federal Reserve rate hike firmly in play, leaving investors with a more useful question: which stocks could benefit if Chair Kevin Warsh
Marvell Stock Is Up 180% This Year: BofA Says the Real AI Opportunity Is 5 Times Bigger
Marvell Technology Inc. (NASDAQ:MRVL) stock has nearly tripled this year, up about 180% since the start of January. If you think the rally has gone too far, Bank of America is telling you to think
Goldman Sachs Technology Conference Concludes: Tech Giants Express Strong Confidence in AI, While Jensen Huang Highlights Challenges Across the Supply Chain
① At the recently concluded Goldman Sachs Technology Conference, executives from tech giants such as NVIDIA and SpaceX voiced strong optimism about the prospects of AI, reaffirming expectations for robust growth; ② Jensen Huang stated that challenges persist across the supply chain, including in advanced packaging, wafers, memory, as well as power and site availability for data centers; ③ Cybersecurity was one of the most discussed topics at the conference and is regarded as one of the most direct beneficiaries of AI.
What's Going On With AMD Stock Friday?
Advanced Micro Devices Inc. (NASDAQ:AMD) stock traded nearly 2% higher Friday as semiconductor and AI-linked stocks benefited from a broad market rally. The Nasdaq gained 0.98%, while the S&P 500
Digital Realty Pullback Is a Buying Opportunity: Analyst
Digital Realty Trust Inc. (NYSE:DLR) stock traded higher Friday after BTIG raised its price forecast on the data center real estate investment trust, citing accelerating demand for AI infrastructure
Meta Courts European Bond Investors to Help Bankroll AI Boom
Meta Platforms Inc. (NASDAQ:META) stock rose more than 1% Friday as investors moved into mega-cap growth stocks. Communication Services was among the market's strongest sectors. The Nasdaq gained
Jensen Huang Calls NVIDIA the 'World's First and Only Growth Value Stock'
NVIDIA Corp. (NASDAQ:NVDA) is positioning its expanding AI platform, broad customer base and infrastructure partnerships to capture the next phase of global AI spending.The Big Tech giant expects
Young Professionals Navigating the AIGC Sector | Decoding New Trends
“Although the visuals are simulated and the short film was generated using AI technology, all the award citations invariably point to a gentle inquiry into society by those who employ AI—the human element remains irreplaceable by AI.”
US August CPI largely meets expectations; international oil prices drop sharply | Tonight's Highlights
① The US unadjusted CPI annual rate for August came in at 3.4%, in line with market expectations, unchanged from the previous value of 3.4%; ② Market expectations indicate approximately a 90% probability that the Federal Reserve will raise interest rates by 25 basis points at its meeting on September 15–16; ③ OpenAI is reportedly considering slowing down the pace of frontier AI research and development.
'Anthropic Says US Adversaries Aimed Claude at Weapons Research' - Bloomberg
'Anthropic Says US Adversaries Aimed Claude at Weapons Research' -
Nvidia, Snowflake, Chubb And A Health Care Stock On CNBC's 'Final Trades'
On CNBC's "Halftime Report Final Trades," Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, picked Snowflake Inc. (NYSE:SNOW).Lending support to his choice, Snowflake, on Sept. 3,
Morgan Stanley Reinstates Overweight on CRH, Announces $139 Price Target
Morgan Stanley analyst Angel Castillo reinstates CRH (NYSE:CRH) with a Overweight and announces $139 price target.
Kalshi Eyes 24/7 Leveraged Bets on TSLA, NVDA and AAPL With New Perpetual Futures Push: Report
Prediction-market platform Kalshi reportedly plans to seek approval for the first regulated U.S. perpetual futures tied to individual stocks, including Tesla Inc. (NASDAQ:TSLA), Apple Inc. (NASDAQ:
Competitor Analysis: Evaluating Amazon.com And Competitors In Broadline Retail Industry
In the fast-paced and highly competitive business world of today, conducting thorough company analysis is essential for investors and industry observers. In this article, we will conduct an
Performance Comparison: NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry
Amidst the fast-paced and highly competitive business environment of today, conducting comprehensive company analysis is essential for investors and industry enthusiasts. In this article, we will
A Fight Over the Name! New Mexico Lawmakers Urge Google and Apple to Ignore Trump’s Threat to Rename the State
1. Trump has renamed multiple geographic locations, including Lake Ontario and the Gulf of Mexico; Google and Apple have updated the names of certain locations in compliance with these directives. 2. Five Democratic lawmakers from New Mexico sent a letter to the CEOs of Google and Apple, demanding a public commitment not to change the state’s name, asserting that the President lacks the authority to unilaterally alter state names. 3. Given its large Hispanic and Indigenous populations, New Mexico is highly sensitive to policies perceived as racist, leading to significant public outrage over the proposed renaming.
Oracle's AI Data Center Buildout Is Running Into Delays — Co-CEO Clay Magouyrk Says Betting on Everything Going on Time Is a 'Bad Plan'
Oracle Corp.'s (NYSE:ORCL) New Mexico data center has been delayed by a stalled natural gas pipeline, but co-CEO Clay Magouyrk said assuming every project will meet its deadline is "a bad plan."'We
Michael Burry Dumps NVDA, PLTR December Puts While Touting Fine Wine as a 'Short' on the Dollar
Investor Michael Burry sold his December 2026 put options on Nvidia Corp. (NASDAQ:NVDA) and Palantir Technologies Inc. (NASDAQ:PLTR) as he pulled back on portfolio risk. Separately, the "Big Short"
Signal of retreat? “The Big Short” investor closes out put options on NVIDIA and Palantir
Michael Burry, known as “The Big Short,” has significantly reduced his risk exposure by closing out put options on NVIDIA and Palantir expiring in December 2026, citing the avoidance of time value decay. However, he continues to hold put options on both companies expiring in 2027, along with short positions in several other technology stocks. Meanwhile, Jensen Huang reposted data showing a 22% month-on-month increase in GPU rental rates, countering Burry’s core bearish argument that the depreciation period for chips has been overestimated.
SpaceX Closes $1.11 Billion-a-Month Compute Deal as CFO Doubles Down on $100 Billion ARR Target
Space Exploration Technologies Corp.'s (NASDAQ:SPCX) Chief Financial Officer Bret Johnsen says the company has closed another compute agreement that would help the Elon Musk-led space giant reach