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Market News
Latest financial news and analysis from global markets
NVDA
What NVDA Investors Need To Know About Nvidia's Biggest Challenge Yet
Nvidia Corporation has built a $4.4 trillion empire selling chips for training AI models, but the AI business, previously defined by massive training runs, may soon not require the same amount of chips. Hyperscalers are still spending heavily on training, but the priority has shifted to inference, the real-time computing that actually delivers AI to end users. Jensen Huang has been calling 2026 the year inference takes over, and the numbers back him up. OpenAI and Anthropic are producing thousan
PLTR
Something Big Is Happening Inside Palantir's Business
Palantir just delivered another strong quarter. But the most important detail in the earnings report wasn't the revenue number -- it was where the growth is coming from.
INTC
Something Big Is Happening Inside Palantir's Business
Palantir just delivered another strong quarter. But the most important detail in the earnings report wasn't the revenue number -- it was where the growth is coming from.
NVDA
Something Big Is Happening Inside Palantir's Business
Palantir just delivered another strong quarter. But the most important detail in the earnings report wasn't the revenue number -- it was where the growth is coming from.
ORCL
Oracle Corporation (ORCL) Slid Due to Concerns Around the OpenAI Concentration
Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund returned 4.63% (Institutional Shares) in Q4 2025, outperforming the Russell 3000 Growth Index’s (the Benchmark) 1.14% gain and the S&P 500 Index’s 2.66% return. The Fund […]
GOOGL
Trade Desk Reels as Publicis Report Triggers a Two-Day, 13% Selloff
Trade Desk (NASDAQ:TTD) shares are extending a painful two-day slide in Wednesday’s premarket hours, dropping another 5.42% to $23.65 after closing down 7.42% to $25.07 on Tuesday. The combined move brings the two-day loss to roughly 13%, and it’s entirely company-specific. While the S&P 500 fell just 0.1% and the communication services sector barely budged ... Trade Desk Reels as Publicis Report Triggers a Two-Day, 13% Selloff
INTC
Where Will Ford Stock Be in 10 Years?
Dominating the market for pickup trucks and SUVs makes Ford a familiar name for many investors.
NVDA
Where Will Ford Stock Be in 10 Years?
Dominating the market for pickup trucks and SUVs makes Ford a familiar name for many investors.
MSFT
Microsoft Corporation (MSFT) Slid Despite Continued Strong Operating Results
Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund returned 4.63% (Institutional Shares) in Q4 2025, outperforming the Russell 3000 Growth Index’s (the Benchmark) 1.14% gain and the S&P 500 Index’s 2.66% return. The Fund […]
NVDA
NVIDIA Corporation (NVDA): More than a 10-bagger for Baron Opportunity Fund
Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund returned 4.63% (Institutional Shares) in Q4 2025, outperforming the Russell 3000 Growth Index’s (the Benchmark) 1.14% gain and the S&P 500 Index’s 2.66% return. The Fund […]
INTC
Belgium's imec secures rare ASML High NA EUV tool to drive next-generation chips
Belgian chip research lab imec said on Wednesday it has secured an ASML $400-million High NA EUV lithography machine--one of fewer than a dozen worldwide--cementing its role in preparing next-generation chipmaking tools for industry use. ASML customers, including Intel and SK Hynix, are preparing to use High NA tools--which promise much smaller chip circuitry--to make new AI logic and high bandwidth memory chips as early as 2027. imec, which helped ASML develop EUV technology, is buying the tool under its business model of giving companies and researchers shared access to cutting-edge chipmaking tools in a factory-like setting.
NVDA
Nebius Weighs $3.75b Convert As AI Contracts Test Valuation
Nebius Group (NasdaqGS:NBIS) has launched a $3.75b convertible bond offering to fund a global buildout of AI infrastructure. The move follows a record $27b AI capacity agreement with Meta Platforms and a $2b partnership with NVIDIA, tying new debt to recently secured contracts. The offering marks Nebius's first use of public convertible debt at this scale, linked directly to accelerated capital needs. Nebius is coming to market after a sharp share price run, with NasdaqGS:NBIS at $116.33...