Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
TSLA
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Tesla (TSLA) Soars as Shareholders Set to Vote on xAI Investment | GuruFocus | Login to see the signal | |
Tesla's $1 Billion Question: Should It Bet on Elon's AI Empire?SummaryTesla shareholders will vote in November on whether Tesla should invest in Elon Musk's xAI, potentially integrating AI into vehicles and X; the proposal raises capital allocation and strategic-identity questions. |
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MSFT
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Microsoft (MSFT) Soars on Record FCF as $30B AI Investment Drives Growth | MarketBeat | Login to see the signal | |
Free Cash Flow Boom Keeps Microsoft Ahead of the PackSummaryMicrosoft reported record $25.6B free cash flow, strong Azure and AI-driven revenue growth, and plans roughly $30B in AI capex; dividend hikes and buybacks continue amid modest valuation and near-term dip risks. |
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NVDA
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NVIDIA (NVDA) Soars on Earnings Beat as Blackwell AI Ramp Boosts Guidance | GuruFocus | Login to see the signal | |
NVDA: Nvidia Sees $3--$4 Trillion AI Infrastructure Opportunity by 2030SummaryNVIDIA beat guidance with $46.7B revenue driven by Blackwell adoption; data center revenue rose 56% and networking hit a record. Guidance improved to $54B despite a $4B China licensing delay; company announced $10B repurchase and $60B buyback authorization. |
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NVDA
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Nvidia (NVDA) Rebounds on CEO $3-4T AI Spend Forecast Despite Tepid Revenue Guide | Reuters | Login to see the signal | |
Nvidia CEO says AI boom far from overSummaryNvidia's revenue guide met estimates but fell short of lofty expectations; CEO Jensen Huang forecast $3–4 trillion in AI infrastructure spending by decade-end and highlighted continued strong demand and large hyperscaler orders for its AI chips. |
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GOOGL
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Google (GOOGL) Soars into Virginia with $9B Cloud and AI Investment | Reuters | Login to see the signal | |
Google Is Investing An Additional $9 Billion In Virginia Through 2026 In Cloud And AI InfrastructureSummaryAlphabet's Google will invest an additional $9 billion in Virginia through 2026 to expand cloud and AI infrastructure, boosting capacity for cloud services and AI workloads. |
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