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TheStreet
Nvidia's CEO just sent strong signal to stock market investors
In early June 2026, AI and chip stocks lost roughly $1.3 trillion in combined market value in a matter of days. Investors who had been riding the AI wave suddenly started asking whether the trade had run too far ahead of reality. Nvidia shares had pulled back more than 15% from their May peak. ...
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Trendline
Tech Giants Lead Global Market Cap Rankings, Driven by AI Growth
Tech Giants Lead Global Market Cap Rankings, Driven by AI Growth
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Reuters
AI hyperscalers upend usual earnings stock swing pattern
NEW YORK, Aug 11 (Reuters) - Larger-than-usual post-earnings stock swings by AI and hyperscaler companies this earnings season have upended a historical pattern in which smaller companies' results typically drive the larger stock moves, data from options analytics service ORATS showed.
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TheStreet
JPMorgan revamps S&P 500 target for rest of 2026
Investors entered the hotly anticipated Q2 earnings season, questioning whether the enormous AI spending spree was becoming tough to justify. AI hyperscalers have been shelling out billions on chips, data centers, and infrastructure. But investors have grown wary, looking for clearer evidence that ...
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Reuters
Microsoft plans to unveil next-generation AI chip in September, The Information reports
Aug 10 (Reuters) - Microsoft is planning to unveil its new Maia 300 AI chip this fall, potentially as soon as next month, The Information reported on Monday, citing people with direct knowledge of the plans.
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FactFable
5 Founders to Study If You Admire Travis Kalanick
Beyond Travis Kalanick, studying founders like Steve Jobs, Adam Neumann, and Elon Musk offers crucial lessons in ambition, vision, and leadership's pitfalls.
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Reuters
S&P 500 muted as industrials counter tech drag; US-Iran peace prospects rise
By Avinash P and Purvi Agarwal Aug 11 (Reuters) - The S&P 500 and Nasdaq slipped in choppy trading on Tuesday, weighed down by heavyweight tech stocks, as investors assessed a report suggesting the United States and Iran were close to "some sort of an arrangement".
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Reuters
Intel raises $20 billion from upsized share sale
By Anhata Rooprai Aug 11 (Reuters) - Intel raised $20 billion from an upsized share offering on Tuesday, as it looks to fund the costly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by its turnaround efforts.
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Reuters
Wall St inches lower as tech drags, US-Iran peace optimism fades
By Avinash P and Purvi Agarwal Aug 11 (Reuters) - Wall Street's main indexes slipped on Tuesday, as losses in tech stocks weighed on sentiment, while investors assessed reports of potential deals that could take the Middle East towards stability.
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TheStreet
Bank of America spots new curveball for Magnificent Seven stocks
The ‘Magnificent Seven’ stocks spent years convincing investors that their tremendous AI spending would translate into sustainable growth, powerful cash flows, and fatter valuations. That assumption is now up against a major test. Wall Street has largely treated hyperscaler spending as a powerful ...
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Trendline
Nvidia's Stock Soars as AI Demand Drives Market Growth
Nvidia's Stock Soars as AI Demand Drives Market Growth
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Trendline
Jim Cramer Advocates Long-Term Investment in SpaceX Amid Capital Challenges
Jim Cramer Advocates Long-Term Investment in SpaceX Amid Capital Challenges
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