Michael Burry Warns Microsoft, Amazon and Oracle Could Face AI Write-Off Shock
This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is raising concerns that the huge AI infrastructure…
Micron Rockets 4.2% as GPT-6 Reignites the Memory Trade
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU), the American memory-chip giant, surged approximately 4.2% to $998.385…
Alphabet Gains While Semiconductor Stocks Collapse
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL), Google’s search, cloud and artificial-intelligence giant, gained approximately 0.4% to…
Mastercard Jumps as Cross-Border Growth Crushes Consumer Fears
This article first appeared on GuruFocus. Mastercard (NYSE:MA), the global payments and financial-technology powerhouse, jumped approximately 1.2% to…
Salesforce Rallies Into Earnings as Agentforce Tops $1 Billion
This article first appeared on GuruFocus. Enterprise software business Salesforce Inc. (CRM, Financials) is scheduled to report profits…
Amazon Is Bringing the Weight-Loss Drug Race to Medicare
This article first appeared on GuruFocus. Amazon.com Inc. (AMZN, Financials), the e-commerce and cloud-computing company, is expanding its…
SpaceX Jumps 10% as Lockup Fears Ease
This article first appeared on GuruFocus. Space Exploration Technologies Corp. (SPCX, Financials), Elon Musk’s space and AI company,…
Nasdaq, Dow and S&P 500 Jumps as Chip Stocks Power Wall Street Higher
This article first appeared on GuruFocus. U.S. stocks moved higher in Tuesday trading as gains in semiconductor shares…
Gold Jumps 1.8% Above $4,080 as Middle East Tensions Intensify
This article first appeared on GuruFocus. Gold (GLD) climbed to its highest level in a week as investors…
UBS Raises AMD Target on Stronger AI Outlook
This article first appeared on GuruFocus. Advanced Micro Devices (AMD, Financials), a U.S. semiconductor company that designs processors…
Nvidia Slashes AI Chip Buyer List as China Crackdown Intensifies
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) has reduced the number of Asian companies eligible to purchase…
Nvidia, Intel and Micron Rebound as Chip Stocks Shake Off War Fears
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), Intel (NASDAQ:INTC), Advanced Micro Devices (NASDAQ:AMD), Micron Technology (NASDAQ:MU) and…