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Renewed conflict between President Trump and the Federal Reserve regarding interest rates and persistent inflation, exacerbated by tariffs and geopolitical issues, threatens to halt the stock market'…
Elon Musk sues OpenAI and Microsoft for $134 billion, alleging misuse of his early funding and seeking damages after OpenAI's shift to a for-profit model triggers legal dispute.
Elon Musk is suing OpenAI and Microsoft, seeking up to $134 billion over alleged wrongful gains tied to his early support of OpenAI, with a trial set for April.
Broadcom and Nvidia stocks fall amid a sector-wide chip decline triggered by Oracle's heavy AI-related spending and earnings concerns, despite Adobe's positive AI revenue outlook.
Small-cap stocks may outperform large-cap tech names like Microsoft in 2026 as Fed rate cuts boost broad economic growth, reducing AI-driven concentration risks in big tech companies.
Microsoft invests heavily in AI infrastructure despite regulatory challenges and rising power costs; close reliance on CoreWeave raises counterparty risk concerns.
Nvidia shares dropped 2.2% after strong earnings amid rising AI-driven market premiums and increasing risks from leverage and volatility, signaling structural vulnerabilities despite robust revenue g…
Larry Summers resigns from OpenAI board, raising concerns about potential strategic or governance challenges impacting Microsoft's AI initiatives.
Hedge fund manager Michael Burry deregisters his firm and liquidates funds, holding bearish options against Nvidia and Palantir amid market valuation concerns, signaling a strong sell stance on NVDA.
OpenAI plans $1.4 trillion in capital investment over eight years, aiming to directly sell AI computing capacity, competing with Nvidia and major cloud providers. CEO Altman emphasizes no federal bai…
Tech sector dominance, including Amazon, faces volatility amid AI-related concerns and recent pullbacks, risking broader market impact despite strong fundamentals and earnings expectations.