GENNIEFY
Market News
Latest financial news and analysis from global markets
GOOGL
Cerebras Looks Set to Open at $330 a Share, Nearly Double Its IPO Price
Cerebras’ IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.
AMD
If Lisa Su Is Right, AMD Could Be as Big as Nvidia
Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse. “…in the past, the CPU to GPU ratio was primarily just as a host node in like a 1:4 or 1:8 configuration node, now changing and ... If Lisa Su Is Right, AMD Could Be as Big as Nvidia
INTC
If Lisa Su Is Right, AMD Could Be as Big as Nvidia
Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse. “…in the past, the CPU to GPU ratio was primarily just as a host node in like a 1:4 or 1:8 configuration node, now changing and ... If Lisa Su Is Right, AMD Could Be as Big as Nvidia
AAPL
Evercore ISI Hikes Apple Price Target to $365: Bull Case Now $500 on Services Compounding
Evercore ISI raised its price target on Apple (NASDAQ:AAPL) to $365 from $330 while reiterating its Outperform rating, and the firm flagged a bull case scenario of $500 tied to a Services compounding thesis. Apple stock trades near $299, just below its 52-week high of $300.92. Evercore’s case: Apple can compound earnings and free cash ... Evercore ISI Hikes Apple Price Target to $365: Bull Case Now $500 on Services Compounding
INTC
Why Cisco Systems Stock Jumped 17% Today
Cisco crushed estimates and raised guidance. The dot-com recovery is officially old news.
MSFT
Microsoft Is Down 25% From Its High While the Nasdaq Blasts Off. Burry and Ives Say That Is the Opportunity
The Nasdaq 100 and S&P 500 are blasting off with AI taking charge and more Magnificent Seven making fresh all-time highs. Despite the vicious upside rally, though, shares of Microsoft (NASDAQ:MSFT) have continued to struggle. The stock dipped just over 0.6% on Wednesday in what was a great day for tech, with the Nasdaq 100 ... Microsoft Is Down 25% From Its High While the Nasdaq Blasts Off. Burry and Ives Say That Is the Opportunity
AAPL
Just How Important Is Taiwan? About $30 Trillion Important.
Taiwan Semiconductor Manufacturing sits at the center of the AI boom, linking companies worth roughly $30 trillion in market value to the island’s chip supply chain.
AMD
Just How Important Is Taiwan? About $30 Trillion Important.
Taiwan Semiconductor Manufacturing sits at the center of the AI boom, linking companies worth roughly $30 trillion in market value to the island’s chip supply chain.
INTC
Just How Important Is Taiwan? About $30 Trillion Important.
Taiwan Semiconductor Manufacturing sits at the center of the AI boom, linking companies worth roughly $30 trillion in market value to the island’s chip supply chain.
MSFT
Jeremy Grantham's Strategic Moves: A Closer Look at Wells Fargo & Co
Insights from the First Quarter of 2026
MSFT
AI Investors Sitting on Big Gains Face a Choice: Let Winners Ride or Heed Michael Burry’s Bubble Warning
AI investors who are sitting on colossal gains are facing a difficult dilemma nowadays, with semi stocks heading into overdrive while other tech titans look to experience massive breakouts of their own. As the market starts roaring loudly again, those sitting on big profits (perhaps some with more than 100% gains in the past year ... AI Investors Sitting on Big Gains Face a Choice: Let Winners Ride or Heed Michael Burry’s Bubble Warning
AAPL
Anthropic’s Mythos Helped Find Bugs in Apple’s Desktop Operating System
During tests in April, researchers found software issues in MacOS, one of the world’s toughest targets for hackers.