Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
MSFT
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Microsoft (MSFT) Tumbles as OpenAI's $115B Burn Threatens Partner Revenue | ReutersRefinitiv | Login to see the signal | |
OpenAI gives fair warning to masochistic investorsSummaryOpenAI raised its projected cash burn to $115 billion through 2029 and forecasts $200 billion sales by 2030, raising funding and dilution concerns for investors and threatening revenue streams to partners like Microsoft. |
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NVDA
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NVIDIA (NVDA) Soars as QCraft Opens EU HQ, Boosting Autonomous Driving Chip Demand | Reuters | Login to see the signal | |
Autonomous Driving Player QCraft to open European Headquarters in GermanySummaryQCraft is opening a European HQ in Germany and partnering with Qualcomm, announced at IAA Mobility 2025. The autonomous driving firm, which already uses NVIDIA and Horizon Robotics chipsets, plans deliveries of full-stack solutions across major markets beginning in 2026. |
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AMZN
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Amazon (AMZN) Soars as Qatar's QIA Joins Anthropic in $13B AI Funding Round | GuruFocus | Login to see the signal | |
Qatar Just Crashed the AI Party--with $13 Billion and a Silicon Valley Hit ListSummaryQatar's sovereign wealth fund, QIA, joined Anthropic's $13bn funding round as a significant investor, signaling deeper Gulf capital engagement in AI and long-term bets on infrastructure and generative media. |
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NVDA
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Dell (DELL) Soars Pre-Q2 as Nvidia (NVDA) Chip Demand Boosts AI Server Outlook | Reuters | Login to see the signal | |
PREVIEW: Dell gains heading into report due after the bellSummaryDell jumps ahead of Q2 as AI server demand—powered by Nvidia chips—boosts outlook; Morgan Stanley raises price target and expects stronger revenue, EPS and an expanded AI server guide. |
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NVDA
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Nvidia (NVDA) Soars on Saudi Data Center Deal as 18,000 Chip Imports Await US Approval | GuruFocus | Login to see the signal | |
Saudi AI Firm Humain Begins Data Center Push With 18,000 Nvidia Chips, $10B AMD Deal in TowSummarySaudi AI firm Humain will import 18,000 Nvidia AI units for new Riyadh and Dammam data centers, pending US approvals; sites target early 2026 operations and scale to 1.9 GW by 2030, with AMD joining via a joint venture. |
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