Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
TSLA
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Tesla (TSLA) Soars After Musk Hails AI5 Chip at Design Review, AI6 Promised | ReutersRefinitiv | Login to see the signal | |
Musk Says Had A Design Review Today With The Tesla AI5 Chip Design TeamSummaryElon Musk held a design review for Tesla's AI5 inference chip, announced AI6 will follow, and claimed AI5 could be the best inference chip for models under 250 billion parameters. |
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AAPL
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Apple (AAPL) Gains on Record India Sales as Fed-cut Odds Boost Tech | Barchart | Login to see the signal | |
Stocks Turn Lower on Economic Concerns after Weak US Unemployment ReportSummaryWeak August payrolls pushed markets to price more Fed cuts and pressured equities; yields fell. Apple ticked up after record nearly $9bn fiscal sales in India, while Nvidia slid on Broadcom/OpenAI chip news and Tesla rallied on a CEO pay deal. |
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NVDA
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Nvidia (NVDA) Tumbles After Broadcom $10B OpenAI Chip Deal Sparks Competition Fears | Stock Story | Login to see the signal | |
Nvidia (NVDA) Stock Trades Down, Here Is WhySummaryNvidia shares fell after Broadcom confirmed a $10B custom chip deal with OpenAI, raising competition concerns; Q2 beat but slight data-center miss and in-line Q3 guidance also weighed on sentiment. |
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NVDA
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Nvidia (NVDA) Dips as Broadcom AI Deal Sparks Competition Concerns | GuruFocus | Login to see the signal | |
Nvidia Stock Falls as Broadcom Lands $10 Billion AI Chip DealSummaryNvidia shares slipped after Broadcom's upbeat outlook and a reported $10 billion AI-related deal—likely with OpenAI—raising concerns customers may shift toward Broadcom's custom processors and intensifying competition in AI infrastructure. |
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NVDA
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Broadcom (AVGO) Soars on $10B AI Chip Order, Squeezes Nvidia (NVDA) | Reuters | Login to see the signal | |
Broadcom shares rally as $10 billion chip deal shows AI strategy paying offSummaryBroadcom revealed a $10 billion AI chip order from a new customer, likely OpenAI, driving shares higher and signaling growing competition to pricier Nvidia chips while boosting Broadcom's AI revenue outlook. |
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NVDA
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Broadcom (AVGO) Soars on $10B AI Chip Order, Pressures Nvidia (NVDA) Shares | Reuters | Login to see the signal | |
Broadcom shares rally as $10 billion deal shows AI strategy is paying offSummaryBroadcom (AVGO) gained after a disclosed $10B AI chip order from a new customer, signaling customers may seek custom alternatives to pricier Nvidia chips and boosting Broadcom's AI revenue outlook for fiscal 2026. |
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NVDA
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Nvidia (NVDA) Tumbles as ByteDance Moves Chip Design to Singapore amid US-China Curbs | ReutersRefinitiv | Login to see the signal | |
ByteDance chip design staff suddenly find out they report to Singapore unit, sources saySummaryByteDance reassigned chip designers into a Singapore unit to navigate US-China limits and accelerate proprietary ASIC development, reducing reliance on Nvidia for AI inference chips while partnering with Broadcom on advanced processors. |
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NVDA
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NVIDIA (NVDA) Pressured as Broadcom Soars on Custom AI Earnings Catalyst | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Broadcom, Marvell and NVIDIASummaryZacks spotlights Broadcom's surge in AI networking and custom XPUs that challenge GPU incumbents; Broadcom's Tomahawk/Jericho switches and VMware integration drive growth, though valuation risks and Marvell's weakness temper the outlook. |
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GOOGL
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Alphabet (GOOGL) Soars on TPU Momentum as D.A. Davidson Flags $900B Spin-off Upside | Invezz | Login to see the signal | |
Google’s TPU business seen as $900B opportunity amid growing AI demandSummaryD.A. Davidson says Alphabet's TPUs and DeepMind could unlock massive value, citing strong adoption and upcoming Ironwood chips; Nvidia remains dominant but faces emerging competition in AI accelerators. |
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NVDA
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Alphabet (GOOGL) Soars on TPU Momentum as D.A. Davidson Flags $900B Spin-off Upside | Invezz | Login to see the signal | |
Google’s TPU business seen as $900B opportunity amid growing AI demandSummaryD.A. Davidson says Alphabet's TPUs and DeepMind could unlock massive value, citing strong adoption and upcoming Ironwood chips; Nvidia remains dominant but faces emerging competition in AI accelerators. |
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NVDA
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NVIDIA (NVDA) Tumbles as AMD Soars on AI Infrastructure Partnerships | Zacks | Login to see the signal | |
AMD's AI Journey Rides on Strong Partner Base: What's the Path Ahead?SummaryAMD's expanding partnerships, EPYC demand and new MI350/MI355X launches boost Q3 2025 revenue outlook; NVIDIA and Broadcom remain strong competitors amid rapid GPU adoption. |
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NVDA
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Nvidia (NVDA) Tumbles as China Ramps AI Chip Production, Huawei and SMIC Expand Capacity | Reuters | Login to see the signal | |
China aims to triple AI chip output, reducing Nvidia's dependency, FT saysSummaryChina aims to triple AI chip output by 2026; Huawei plans new plants and SMIC will double 7nm capacity, targeting reduced dependence on Nvidia as domestic processors close performance gaps amid US export limits. |
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