Morgan Stanley lifted its price target on Oracle, sparking a 5% rally and lifting CoreWeave 3%. The move validates ongoing aggressive AI cloud infrastructure spending and massive GPU demand, improvin…
Broadcom is set to report third-quarter earnings after the bell, seeking a reset following a 22% decline over the past three months. Investors are monitoring the results closely as a key barometer fo…
Wall Street opened lower following elevated PCE inflation data as investors cautiously await Nvidia's quarterly earnings report. Meanwhile, crude oil prices fell on diplomatic progress regarding the …
Investors are rotating out of data center and hyperscaler capex plays into enterprise software and pharmaceuticals amid rising power and permitting bottlenecks. Regulatory friction is stalling data c…
Asian markets rebounded as investors looked past Middle East geopolitical tensions ahead of key Nvidia earnings and U.S. inflation data. Tech shares faced pressure overnight, pulling the Nasdaq lower…
India's Chief Economic Advisor, Dr. Anantha Nageswaran, warned that AI stock valuations represent a bubble driven by inflated corporate narratives. He argued that fears of widespread job displacement…
SpaceX debuts its historic $1.75-$2 trillion IPO today, underwritten by Goldman Sachs. The landmark listing is complicated by upcoming lockup periods and Elon Musk's floated proposal for SpaceX to ac…
Tech shares rose globally after AI-related fears eased; Nvidia's upcoming earnings and AMD-Meta deal boosted sentiment, supporting a market rebound led by software stocks and Asian equities.