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Oracle's earnings miss and increased AI spending caused a tech sell-off, impacting stocks like DigitalOcean. Meanwhile, Alphabet's upgraded AI model fueled a strong rally, supporting optimism in AI-d…
Oracle's earnings miss and increased capex forecast triggered a broad tech selloff, dragging Nvidia down 1.5%. Despite the Fed's rate cut, investor doubts about AI spending and high valuations persis…
GMO's fund favors Microsoft as a defensive AI investment despite short-term AI market pullback risks. Microsoft’s diversified revenue and conservative spending mitigate long-term impact, though near-…
Bitcoin falls 2% following the Fed's third rate cut of 2025, with limited optimism for further easing. Nvidia slips amid cautious AI sentiment after Oracle's revenue miss dampens tech appetite.
Google's AI advancements boost investor confidence, lifting AI sector optimism, while Nvidia faces pressure amid growing competition in AI chip development.
Nvidia lagged behind peers like Alphabet and Broadcom amid AI sector doubts despite recent earnings, as market optimism grows for a December Fed rate cut boosting tech stocks in December.
SoftBank's stock rebounds after sharp losses amid AI sector volatility. Market fears of an AI bubble and shifts toward Google's cheaper chips pose risks to Nvidia's dominance and valuation.
Microsoft's shares fell 13%, dropping its market cap below Alphabet's. Despite tech sector weakness and AI funding concerns for OpenAI, strong AI deal growth at hyperscalers supports cautious optimis…
Alphabet’s new Gemini AI model fuels fears of OpenAI losing ground, causing SoftBank shares to plunge while Alphabet hits record highs, highlighting shifting investor sentiment in AI sector investmen…
Yardeni doubts a December Fed rate cut, notes strong GDP; highlights Bitcoin's decline due to stablecoin legislation and AI sector uncertainties, including Nvidia GPU depreciation and rising competit…
Nvidia surpassed earnings expectations but failed to boost AI stock sentiment amid macroeconomic concerns and heightened market scrutiny over inventory and deferred revenue. Growing uncertainties aro…
Nvidia reported strong earnings and guidance boosting AI sector optimism, but broad market selling and profit-taking tempered gains despite positive fundamentals.
Alphabet’s Gemini 3 AI update boosts shares, while Oracle faces pressure due to heavy AI-related spending and debt. Alphabet’s strong AI reception underpins confidence despite market jitters about an…
Nvidia's disappointing earnings risk triggering a decline in US equities, potentially weakening the dollar and increasing odds of a Fed rate cut in December.
Markets remain cautious ahead of Nvidia's AI-focused earnings and a US jobs report, while Japan faces intervention risks amid yen weakness and planned fiscal stimulus, pressuring bonds and currency m…
Nvidia stock dropped over 2% amid investor anxiety ahead of its critical earnings report, with major insiders exiting positions and worries about the stock meeting—not beating—expectations amid high …
Nvidia and other AI stocks declined due to missing US unemployment and inflation data, creating uncertainty around labor market health and Fed rate policy, pressuring high-growth tech valuations amid…
The US Senate approved a bill to end the government shutdown, boosting market sentiment. Concerns about US labor market weakness weighed on the dollar, allowing EURUSD to gain. AI stocks showed volat…
SoftBank sold its entire 32.1 million Nvidia shares to fund AI projects like OpenAI, triggering a 2% drop in Nvidia stock amid concerns that AI valuations have peaked after high-profile warnings.
Palantir surged after beating Q3 revenue and EPS estimates, but its shares dropped despite raised targets. Nvidia faces bearish bets from investor Michael Burry amid market uncertainty.