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Nvidia (NVDA) Soars on Rubin CPX AI Chip Plans, Signals Major Token Revenue Upside | Reuters | Login to see the signal | |
Nvidia unveils AI chips for video, software generationSummaryNvidia plans Rubin CPX, a next‑generation AI chip for video and code generation, launching by end of next year. It integrates decoding, encoding and inference, and forecasts $5B token revenue from a $100M investment, reinforcing Nvidia's AI chip market dominance. |
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Bitcoin (BTCUSD) Rebounds on DOJ Forfeiture Action Recovering $5M in Stolen BTC | The Block | Login to see the signal | |
US Justice Dept. files civil forfeiture complaint for $5 million in bitcoin stolen via SIM swap attacksSummaryThe DOJ filed a civil forfeiture complaint to recover over $5M in bitcoin stolen via SIM-swap attacks, detailing money-laundering techniques and tracing funds to an online casino. |
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Hewlett Packard Enterprise (HPE) Soars on Hybrid Cloud Growth, Alletra MP Adoption | Zacks | Login to see the signal | |
HPE's Hybrid Cloud Revenues Climb: What's Driving its Growth?SummaryHewlett Packard Enterprise’s hybrid cloud, driven by Alletra MP, GreenLake expansion and private cloud AI, posted strong growth and customer adds, positioning HPE as a growing rival to AWS and Azure. |
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Hewlett Packard Enterprise (HPE) Soars on Hybrid Cloud Growth, Alletra MP Adoption | Zacks | Login to see the signal | |
HPE's Hybrid Cloud Revenues Climb: What's Driving its Growth?SummaryHewlett Packard Enterprise’s hybrid cloud, driven by Alletra MP, GreenLake expansion and private cloud AI, posted strong growth and customer adds, positioning HPE as a growing rival to AWS and Azure. |
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Amazon (AMZN) Soars on AWS Absa Partnership as Cloud Expansion Accelerates | Zacks | Login to see the signal | |
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?SummaryAWS deepened its African footprint via a multi-year Absa partnership while remaining cloud leader despite slower AWS growth versus Microsoft Azure and Google Cloud; AWS plans new regions and AZs even as AMZN shows modest YTD gains and valuation concerns. |
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Amazon (AMZN) Soars on AWS Absa Partnership as Cloud Expansion Accelerates | Zacks | Login to see the signal | |
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?SummaryAWS deepened its African footprint via a multi-year Absa partnership while remaining cloud leader despite slower AWS growth versus Microsoft Azure and Google Cloud; AWS plans new regions and AZs even as AMZN shows modest YTD gains and valuation concerns. |
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Amazon (AMZN) Soars on AWS Absa Partnership as Cloud Expansion Accelerates | Zacks | Login to see the signal | |
Can AMZN's AWS Partnerships Counter Cloud Market Share Declines?SummaryAWS deepened its African footprint via a multi-year Absa partnership while remaining cloud leader despite slower AWS growth versus Microsoft Azure and Google Cloud; AWS plans new regions and AZs even as AMZN shows modest YTD gains and valuation concerns. |
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Apple (AAPL) Rebounds on iPhone Air Launch; Tariff Pricing Pressure Looms | Reuters | Login to see the signal | |
Apple event expected to feature a slimmer iPhone as pricing, AI questions lingerSummaryApple unveils a thinner mid-range iPhone Air amid incremental Apple Watch updates; tariffs may exceed $1B prompting pricing scrutiny, while Siri upgrades are delayed and AI partnerships like OpenAI are under watch. iPhone Air will directly compete with Samsung's Galaxy S25 Edge and foldables. |
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Disney (DIS) Rebounds on Streaming Turnaround and Parks Strength; Hold Recommended | Zacks | Login to see the signal | |
Disney Trades at 18.41x Discounted P/E: Buy, Sell or Hold the Stock?SummaryDisney trades at a discounted multiple despite stronger Q3 fiscal 2025 results, raised guidance, streaming profitability, ESPN DTC launch, and theme-park expansion; Zacks rates it a Hold pending clearer 2025 catalysts amid competition and park disruption risks. |
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Oracle (ORCL) Dips 0.34% on Minor Intraday Pullback | Dow Jones Newswires | Login to see the signal | |
Oracle (ORCL) Dips 0.34% on Minor Intraday PullbackSummaryOracle (ORCL) shares slipped 0.34% in a minor move with no additional context or catalyst provided. |
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Oracle (ORCL) Dips 0.34% on Minor Intraday Pullback | Dow Jones Newswires | Login to see the signal | |
Oracle (ORCL) Dips 0.34% on Minor Intraday PullbackSummaryOracle (ORCL) shares slipped 0.34% in a minor move with no additional context or catalyst provided. |
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Microsoft (MSFT) Rebounds as It Mandates 3-Day Return-to-Office in Phased Rollout | Reuters | Login to see the signal | |
Microsoft mandates three-day work-from-office starting next yearSummaryMicrosoft will require employees to work onsite at least three days a week starting next year, with a phased rollout from Redmond to other U.S. and international offices; those within 50 miles of HQ must comply by Feb 2026. |
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Apple (AAPL) Dips 0.85% as Market Rotation Sends TECK and AAL Higher | Dow Jones Newswires | Login to see the signal | |
Apple (AAPL) Dips 0.85% as Market Rotation Sends TECK and AAL HigherSummaryMarket snapshot: TECK jumped 14.10%, AAL gained 9.07%, while AAPL slipped 0.85%. |
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Microsoft (MSFT) Soars on $17.4B Nebius GPU Contract Fueling AI Capacity | ReutersRefinitiv | Login to see the signal | |
Microsoft propels Dutch AI star’s unlikely revivalSummaryMicrosoft signed a $17.4bn (expandable to $19.4bn) five-year deal to lease GPU computing power from Nebius for AI workloads, sparking a strong rally in Nebius shares and highlighting demand for cloud AI capacity. |
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Apple (AAPL) Pauses Rally as iPhone 17 Debut Lacks AI Upgrades | Zacks | Login to see the signal | |
Small Business Index Ticks in HigherSummaryPre-market drift higher as markets near Nasdaq highs; Apple to unveil iPhone 17 today with modest upgrades and little AI, NFIB optimism ticked up, FuelCell beat, Oracle reports after the close, and major BLS jobs revisions expected. |
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Tether CEO Sets BTCUSD to Soar, Calls Bitcoin a Hedge Ahead of Fed Cut | U.Today | Login to see the signal | |
Tether CEO Lists 3 Assets for 'Dark Times,' Bitcoin MentionedSummaryTether CEO Paolo Ardoino called Bitcoin a hedge amid a huge US jobs revision and an upcoming Fed rate-cut decision, noting Tether’s sizable holdings in Treasuries, gold and Bitcoin and framing crypto as a defensive asset. |
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Microsoft (MSFT) rebounds 0.3% amid NBIS 44% surge | MarketWatch | Login to see the signal | |
Microsoft (MSFT) rebounds 0.3% amid NBIS 44% surgeSummaryMicrosoft ticked up 0.31% while NBIS jumped 44.29%. The brief update lacks context, suggesting a modest, likely short-term intraday move with limited impact on MSFT. |
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Apple (AAPL) Soars on $356 2030 Forecast as Apple Intelligence Drives Upgrades, $490M Settlement Weighs | 11thestate | Login to see the signal | |
$AAPL: 2030 Price Target $356 — But $490M Settlement Over China Sales Still LingersSummary24/7 Wall St. projects Apple could hit $356 by 2030 driven by Apple Intelligence, wearables and subscription growth, despite soft iPhone 16 sales and a lingering $490M China-related settlement weighing on credibility. |
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Apple (AAPL) Tumbles on New AI Copyright Lawsuit Over OpenELM Training | 11thestate | Login to see the signal | |
$AAPL: Copyright Lawsuit Hits AI Training — While $490M China Settlement Still ShadowsSummaryApple faces a class action accusing it of using copyrighted books to train its OpenELM AI model; rising AI litigation and a prior $490M China settlement keep legal risk and investor caution elevated. |
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EURUSD Rebounds as BLS Payroll Revisions Signal Much Weaker US Jobs | Reuters | Login to see the signal | |
Dollar falls vs yen as US revisions show nearly a million fewer jobs in 12-month spanSummaryBLS payroll revisions cut U.S. jobs by 911,000 over 12 months, signaling a weaker labor market and higher odds of Fed cuts. Markets reacted mixed, with the dollar softening vs yen but firming broadly ahead of CPI, moving EURUSD intraday. |
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Microsoft (MSFT) Sets Phased Return-to-Office Plan; Flexible Work Rollout Begins | Reuters | Login to see the signal | |
Microsoft Says Updating Flexible Work Expectations To Three Days A Week In OfficeSummaryMicrosoft updates flexible work to three days in-office with a three-phase rollout starting end-February in Puget Sound, expanding across the US and planning international changes in 2026. |
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Bitcoin (BTCUSD) Tumbles After Israel Strike in Qatar, Sparks Massive Crypto Liquidations | Beincrypto | Login to see the signal | |
Bitcoin and Ethereum Price Faces Critical Risk After Israel Strikes QatarSummaryBitcoin fell over 1% after Israel's strike in Qatar, triggering heavy crypto liquidations (~$370M/24h) as investors fled to gold and oil, highlighting bitcoin's short-term risk-asset behavior. |
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EURUSD Soars on 911,000-Job Payrolls Revision as Fed Cuts Are Priced In | Reuters | Login to see the signal | |
Global stock index edges down, dollar gains after report dims view of US jobs marketSummaryA U.S. payrolls revision cut 911,000 jobs, reinforcing Fed rate-cut bets and supporting risk assets and gold. Markets largely priced political upheaval, leaving EURUSD sensitive to upcoming CPI and Fed expectations. |
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Bitcoin (BTCUSD) Rebounds as Quantum Computing FUD Is Dismissed | U.Today | Login to see the signal | |
Massive 300 Million XRP Injection, Bitcoin's 'Quantum Hack' Theory, Shiba Inu (SHIB) 2025 Breakout Setup: Crypto News DigestSummaryXRP exchange reserves rose by 300 million tokens, raising selling risk; Bitcoin quantum-theft claims were widely dismissed as implausible; Shiba Inu tightens into a symmetrical triangle, setting up a potential 2025 breakout. |