#technology

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Nvidia Jolts Silicon Valley Toward China-Style AI Model Strategy

August 26, 2026 (31 days ago)

Nvidia is jolting Silicon Valley toward China-style AI model strategies, placing NVDA at the center of a potential shift in AI development…

NVDA

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AI Firms Acquire Assets in Bankruptcy Court, Signaling Distressed M&A Trend

August 25, 2026 (32 days ago)

AI companies are shopping for bargains in bankruptcy court, a sign of sector strength and distressed M&A activity.

QQQ

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Nvidia Stock Sinks as Bullish Bets Unwind Before Earnings

August 25, 2026 (32 days ago)

Nvidia stock slipped in pre-earnings trading as bullish traders faced losses, underscoring high expectations and crowded positioning in the AI chip leader…

NVDA QQQ

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AI Cloud Firm Nscale Seeks Up to $3 Billion in US IPO

August 21, 2026 (35 days ago)

AI cloud infrastructure provider Nscale is reportedly planning a US IPO to raise up to $3 billion, highlighting continued investor demand for…

NSCL MSFT

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📰News 🌐 Macro

Europe Rolls Out State Subsidies for Domestic AI Companies

August 21, 2026 (36 days ago)

European state subsidies target domestic AI companies, boosting funding for the bloc's tech sector and pressuring government bonds as fiscal spending rises.

DAX DE10Y

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Cerebras Claims New AI Computer Beats Nvidia on Speed

August 19, 2026 (37 days ago)

Cerebras (CBRS) announced a new computer it says boosts AI speed over Nvidia (NVDA), intensifying competition in AI chips and putting both…

CBRS NVDA

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US Shale's Capital Discipline Offers a Blueprint for Big Tech Spending

August 18, 2026 (39 days ago)

US shale's capital discipline transformation provides a blueprint for Big Tech to avoid overspending on AI infrastructure, focusing on free cash flow…

USOIL NDX

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Apple Shares Slip as Anti-AI Position Turns Into Market Baggage

August 18, 2026 (39 days ago)

Apple's anti-AI stance has suddenly become stock market baggage, as investors grow concerned about the company's competitive positioning in the artificial intelligence…

AAPL

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OpenAI Replaces CRO in Under One Year Amid AI Revenue Push

August 13, 2026 (43 days ago)

OpenAI names a new CRO after the previous one exits in under a year, highlighting leadership turnover at the AI startup as…

MSFT

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📰News 📈 Stocks

Lenovo Shares Surge 19% as AI Server Revenue Beat Fuels Rally

August 13, 2026 (44 days ago)

Lenovo stock soared 19% after a quarterly revenue beat renewed investor optimism in AI infrastructure, lifting the Hong Kong-listed shares and reinforcing…

0992.HK

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Tencent's AI Innovation Pace Slows After Earnings, Shares React

August 12, 2026 (45 days ago)

Tencent's AI innovation pace is in question after its latest earnings report, leading to a sharp sell-off in the stock as investors…

0700.HK HSI

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📰News 📈 Stocks

Tech-Led Rally Lifts Emerging Stocks, Forex Markets Eye US CPI

August 12, 2026 (45 days ago)

Emerging market stocks climbed as tech shares led a broad rally, while forex markets paused ahead of the U.S. inflation data due…

EEM DXY

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