Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Semiconductor equities spent about 21 days in bear-market territory, but a follow-through rally did not lift every major chip name. Intel and Marvell were among the stocks moving lower on Tuesday, according to Yahoo Finance.
THE APEX TIMES
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An agreement under which Nvidia would provide up to a $105 billion guarantee tied to OpenAI’s Ohio data center has sparked questions about how the financing is structured, according to a Reuters report shared by Yahoo Finance on August 18.
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The streaming company released a new trailer for its highly anticipated series, “Graveyard,” ahead of the show’s next season.
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A wave of quarterly institutional filings is putting a spotlight on how concentrated some major investors are in semiconductor names, just as Intel and AMD come under pressure.
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The ETF provider says its newly listed products are built for active traders using leverage tied to individual stocks, with the first batch debuting on Cboe.
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A new market analysis argues that Amazon, alongside Oracle, is among the hyperscalers most exposed to stress from fast-growing artificial intelligence capital expenditures, pointing to cash burn outpacing the ability of core businesses to replace it.
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U.S. markets fell Tuesday as investors reacted to a jump in Treasury yields, and semiconductor names including NVIDIA, Micron and Sandisk declined in morning trading.
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An investor letter from Pershing Square Holdings argues that strong growth conditions are not fully reflected in valuation levels, with Meta Platforms named among the companies in focus.
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A newly released Pershing Square Holdings investor letter points to artificial intelligence-related customer demand as a key driver behind faster revenue momentum at Amazon Web Services.
