Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
MSFT
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Microsoft (MSFT) Soars on $17.4B Nebius GPU Deal, Accelerating AI Push | Dow Jones Newswires | Login to see the signal | |
Dow Jones Top Company Headlines at 11 PM ET: OpenAI Executives Rattled by Campaigns to Derail For-Profit Restructuring | Microsoft ...SummaryMicrosoft agreed to a $17.4 billion, five-year deal with Nebius to secure GPU infrastructure capacity, strengthening its AI and Azure capabilities amid rising cloud competition. |
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NVDA
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Broadcom (AVGO) Soars on Q3 Beat and $10B XPU Orders; Nvidia (NVDA) Sees Mild Pullback | Zacks | Login to see the signal | |
Buy the Spike in Broadcom Stock After its Strong Q3 Earnings?SummaryBroadcom beat Q3 estimates, raised Q4 guidance and secured $10B in XPU orders (likely OpenAI), sending AVGO sharply higher and causing a slight selloff in Nvidia and AMD as AI chip competition heats up. |
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MSFT
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Microsoft (MSFT) Soars as Azure Growth Hits 40% After Snowflake Forecast Boost | Reuters | Login to see the signal | |
Cloud analytics firm Snowflake lifts annual product revenue forecast; shares jump 13%SummarySnowflake raised fiscal 2026 product revenue as AI-driven demand grows; it highlighted Microsoft Azure's 40% acceleration and Microsoft forecast a record $30B capex after booming Azure sales. |
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NVDA
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Nvidia (NVDA) Could Soar on Q2 Earnings; AI Demand, China Sales & Supply in Focus | Reuters | Login to see the signal | |
Nvidia earnings: AI demand, China, and what else to watch forSummaryNvidia reports Q2 after market; revenue expected up 53% but growth and gross margins are slowing. Management commentary on demand, China sales, and supply ramp will drive AI-related stocks' moves. |
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