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Market News
Latest financial news and analysis from global markets
NVDA
How The AI Data Center Cycle Is Reframing The Story For Nvidia (NVDA)
The latest update lifts Nvidia's modeled fair value from US$253.02 to US$269.23, a move of about 6% that reflects refreshed assumptions in the valuation work. Analysts linking this change to recent research are weighing AI data center demand, the Blackwell and Rubin roadmaps, and new partnerships in areas like autonomous vehicles and cloud infrastructure as they refine how they view growth, risk, and valuation support. As you read on, you will see how to track these shifting narratives and...
TSLA
Activist Elliott Builds Big Stake in Chip-Design Software Maker Synopsys
Elliott plans to engage with Synopsys to push the business to make more money from its software and services, according to people familiar with the matter.
MMM
3M Goes Big On Fire Safety With $1.95 Billion Deal
On Thursday, 3M Company said it has entered into an agreement to acquire Madison Fire & Rescue in partnership with Bain Capital, forming a new joint venture focused on safety and fire-rescue solutions. 3M and Bain Capital will acquire Madison Fire & Rescue from Madison Industries for $1.95 billion. As part of the deal, 3M will contribute its Scott Safety business to the joint venture. It will also receive $700 million in cash and hold a 50.1% stake, while Bain Capital will own 49.9%. The transac
TSLA
Elon Musk's Terafab bet: what it means for Tesla investors
Elon Musk took the stage in Austin on March 21 to officially launch Terafab, a joint venture between Tesla (TSLA), SpaceX, and xAI that he called "the most epic chip building exercise in history by far." The ambition is genuine. So is the risk. Investors need to understand both before drawing ...
TSLA
Musk says SpaceX and Tesla to build advanced chip factories in Austin
LOS ANGELES, March 22 (Reuters) - SpaceX and Tesla will build two advanced chip factories at a sprawling facility in Austin, Texas, one to power cars and humanoid robots, and another designed for artificial intelligence data centers in space, CEO Elon Musk said on Sunday. The comments followed Musk’s announcement a day earlier of plans to build “Terafab,” an advanced AI chip complex in Austin.
INTC
Oil Is Above $100 a Barrel for the First Time Since 2022. Here's Why Artificial Intelligence (AI) Investors Should Care.
Even Nvidia can't hide from higher energy prices, and a recession could put the brakes on capital spending.
NVDA
Oil Is Above $100 a Barrel for the First Time Since 2022. Here's Why Artificial Intelligence (AI) Investors Should Care.
Even Nvidia can't hide from higher energy prices, and a recession could put the brakes on capital spending.
NVDA
Taiwan Semiconductor Controls 72% of the Global Chip Market, and the Stock Could Surge in 2026
Taiwan Semiconductor is one of the most dominant companies in the tech industry.
INTC
Taiwan Semiconductor Controls 72% of the Global Chip Market, and the Stock Could Surge in 2026
Taiwan Semiconductor is one of the most dominant companies in the tech industry.
TMO
Is Thermo Fisher Scientific (TMO) Pricing Look Attractive After Recent Share Price Weakness
Thermo Fisher Scientific might already be on your watchlist, but the real question is whether the current share price around US$474 reflects what you are actually getting for your money. Recent share price moves have been mixed, with the stock up 2.2% over the last week, while the 30 day return is a 7.2% decline and the year to date return sits at a 19.9% decline, contributing to a 1 year return of an 8.0% decline and a 3 year return of a 14.2% decline. These returns sit against an ongoing...
PLD
Popular Florida family theme park closes down for new development
Popular theme parks have begun disappearing from the landscape, as developers anticipate huge returns from converting massive amusement park parcels of land into lucrative real estate projects. Cedar Fair sold its valuable California Great America property in the Silicon Valley to real estate ...
NVDA
Should You Buy JPMorgan Chase Stock Before April 14?
The nationʻs largest bank reports earnings on April 14.