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Market News
Latest financial news and analysis from global markets
AAPL
US Equity Futures Slightly Lower Pre-Bell as Trump Rejects Iran's Response to Peace Proposal, Oil Prices Rise
US equity futures were marginally lower pre-bell Monday as President Donald Trump rejected Iran's re
GOOGL
There aren’t enough rockets for space data centers. Cowboy Space raised $275 million to build them.
Cowboy Space Corporation wants to put data centers in orbit. First, it has to build the rockets to get them there.
NVDA
Qualcomm’s 70% Rally May Be Just the Start
While Qualcomm (QCOM) stock has largely been left behind in the AI-driven semiconductor rally over the last few years, the tide appears to have turned for the company, with the stock up by close to 70% over the past month as Qualcomm is positioning for the next phase of AI, one that moves beyond centralized compute and into billions of connected devices. In our previous analysis, we outlined how Qualcomm stock could surge 2x led by edge AI. Here, we outline the specifics of the shift and how Qua
NVDA
Why Market is Wrong About Meta Platforms (META)
We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Meta Platforms, Inc. (NASDAQ:META) ranks #9 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $197,069,302 Mark Zuckerberg is showing no signs of slowing down AI spending, even when Meta reacts negatively to CapEX hikes, because he can see […]
MSFT
Microsoft and G42 Kenya data centre project stalls
US-based tech giant and Abu Dhabi-based tech conglomerate G42 had asked the Kenyan government to commit to buying a fixed amount of cloud computing capacity each year.
AAPL
Apple's AI strategy may finally be taking shape
Wedbush sees WWDC as major turning point
PLTR
History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now
Market pullbacks can happen when investors least expect it, when there are fewer risks on the radar or complacency about the existing slate of risks on the table. While market corrections can be scary to move through, I think that the most horrific thing about corrections is the potential to impair one’s returns by attempting ... History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now
NVDA
History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now
Market pullbacks can happen when investors least expect it, when there are fewer risks on the radar or complacency about the existing slate of risks on the table. While market corrections can be scary to move through, I think that the most horrific thing about corrections is the potential to impair one’s returns by attempting ... History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now
MSFT
Microsoft's $1 Billion Kenya Data Center Faces Payment Dispute
Microsoft and G42 talks with Kenya hit guaranteed-payment and power-structure hurdles, with a possible project scale-back under discussion.
INTC
Intel Stock Rises on Report of Second Huge Chip Customer
Intel stock was gaining on a report it could be lining up another major customer for its chip-manufacturing unit.
AAPL
Intel Stock Rises on Report of Second Huge Chip Customer
Intel stock was gaining on a report it could be lining up another major customer for its chip-manufacturing unit.
INTC
Is Arm Holdings Stock a Buy After Shares Dip Following a Huge Run?
The stock dropped after previously more than doubling on the year.