Meta Throws Billions at Google AI Chips — The Winners and Losers
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is stepping up production of its in-house Tensor Processing Units,…
Oracle Weighs $38 Billion AI Data Center Debt
This article first appeared on GuruFocus. Oracle (NYSE:ORCL) is leaning deeper into the AI boom, even as Wall…
Michael Burry Takes on Nvidia’s AI Surge
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) just got a loud new critic, and it happens to…
Alibaba Stock Jumps On Monday — Here’s What You Need To know
This article first appeared on GuruFocus. Alibaba (NYSE:BABA) climbed after the company said its relaunched AI chatbot, Qwen,…
Broadcom Stock Rises — Unveils Next-Gen AI Data Tech for Enterprise Workloads
This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO) jumped about 5% on Wednesday and 3% on early Thursday…
Chip Stocks Fall Ahead of Nvidia Earnings on AI Profit Concerns
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares fell about 3% on Tuesday morning trading as investors…
Microsoft to Send 60,000 Nvidia AI Chips to UAE Data Centers
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) said it will supply more than 60,000 advanced Nvidia (NVDA)…
Oracle Stock Could Surge 50% — Analyst Sees Massive Upside on AI and Cloud Boom
This article first appeared on GuruFocus. Oracle (NYSE:ORCL) may have more room to run as much as 50%…
Meta Platforms Plans $30 Billion Bond Sale to Fund AI Expansion
This article first appeared on GuruFocus. Meta Platforms (META, Financials) said it will raise as much as $30…
Chipmakers Nvidia, AMD, Intel Climb Following Strong Quarterly Tech Reports
This article first appeared on GuruFocus. Oct 24 – Intel (NASDAQ:INTC) led a rally in chip names after…
First Test After Buffett’s Stake
This article first appeared on GuruFocus. UnitedHealth Group (NYSE:UNH) reports third-quarter 2025 results before the market opens on…
China Floods U.S. Market With $1B a Day–Even Trump’s 55% Tariffs Can’t Stop It
This article first appeared on GuruFocus. Chinese exports are holding their ground in Donald Trump’s renewed trade war,…