Nvidia Faces China Shift as Domestic AI Chip Budgets Jump to 46%
This article first appeared on GuruFocus. Nvidia Corp. (NASDAQ:NVDA), the Santa Clara-based maker of advanced AI accelerators, could…
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker’s latest…
Gold Jumps as Fed Hike Odds Drop to 18%
This article first appeared on GuruFocus. Gold (GLD) prices have advanced for a third straight session as weaker…
Microsoft Unveils 6,000-Employee AI Deployment Organization
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is creating a new 6,000-employee organization to help companies move…
ON Semiconductor Faces Questions Over $7 Billion Synaptics Deal
This article first appeared on GuruFocus. ON Semiconductor (NASDAQ:ON) is drawing fresh investor scrutiny after Citi said its…
Alibaba Slides 33% as Anthropic AI Accusation Hits Shares
This article first appeared on GuruFocus. Alibaba (NYSE:BABA) shares came under fresh pressure in Hong Kong after Anthropic…
Kospi Jumps 8.2% As AI Chip Stocks Roar Back
This article first appeared on GuruFocus. South Korean chip shares came roaring back, showing investors may not be…
Nikkei Slides 3.9% As AI Trade Breaks
This article first appeared on GuruFocus. Japanese stocks took a sharp hit on Monday as investors moved out…
GTA 6 Trailer Rumors Send Take-Two Shares Surging Higher
This article first appeared on GuruFocus. Take-Two Interactive Software (NASDAQ:TTWO) jumped about 5% on Thursday as investors bet…
Netflix’s $135 Billion Content Bet Shows Global Reach
This article first appeared on GuruFocus. Netflix (NFLX, Financials) said it has paid over $135 billion for films…
Japan Automakers Face Aluminum Crunch As Prices Jump 13%
This article first appeared on GuruFocus. Japan’s automakers are beginning to confront a supply shock that could tighten…
Gold’s latest rally isn’t about war — it’s about what comes next
This article first appeared on GuruFocus. Gold (GLD) is moving higher again and interestingly, it’s happening right after…