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AMD filing reveals unexpected SpaceX and Nutanix bet

AMD filing reveals unexpected SpaceX and Nutanix bet

Most investors watch what AMD builds. Fewer watch what it buys. A quarterly filing with the Securities and Exchange Commission just gave them a reason to look.  Advanced Micro Devices (AMD) disclosed large equity stakes in two very different companies: Elon Musk's SpaceX (SPCX) and enterprise ...
TheStreet TheStreet
Nvidia just took a very serious step on SpaceX stock

Nvidia just took a very serious step on SpaceX stock

There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where the chip supplier is also one of the largest ...
TheStreet TheStreet
SanDisk sends strong signal to Micron investors, BofA says

SanDisk sends strong signal to Micron investors, BofA says

Micron (MU) and SanDisk (SNDK) have delivered the sort of gains investors typically wait years for. Micron traded around $1,012 on August 18, while SanDisk changed hands near $1,787. Seeking Alpha data show both stocks up 254% and 653%, respectively, in 2026. Interestingly, that rally has been so ...
The Columbus Dispatch The Columbus Dispatch
OpenAI to give Ohio college, tech students AI tools through development deal

OpenAI to give Ohio college, tech students AI tools through development deal

OpenAI will give college students $100 in credits for AI tools as part of a deal to lease energy from a massive data center in Pike County.
TheStreet TheStreet
5-star analyst sets alarming SpaceX stock price target

5-star analyst sets alarming SpaceX stock price target

SpaceX(SPCX) stock is back trading near $140, up nearly 5% over the past week, as investors find new reasons to bet on Tesla (TSLA) CEO Elon Musk’s newest public-market heavyweight.  Also, the latest 13F filings are only adding to the fuel. AI behemoth Nvidia(NVDA) disclosed 122.76 million ...
Trendline Trendline
China's Domestic AI Accelerator Market Shifts Away from Nvidia and AMD, Towards Homegrown Solutions

China's Domestic AI Accelerator Market Shifts Away from Nvidia and AMD, Towards Homegrown Solutions

China's Domestic AI Accelerator Market Shifts Away from Nvidia and AMD, Towards Homegrown Solutions
Reuters Reuters
Tiger Global Management cuts stakes in Big Tech, buys into SpaceX

Tiger Global Management cuts stakes in Big Tech, buys into SpaceX

Aug 14 (Reuters) - Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced Micro Devices and SpaceX during the second quarter, according to regulatory disclosures filed Friday. Here are more details from its quarterly 13-F filings with the U.S.
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US stock futures drop as fading Iran peace hopes lift oil, bond yields

US stock futures drop as fading Iran peace hopes lift oil, bond yields

Aug 18 (Reuters) - U.S. stock index futures slipped on Tuesday, with oil holding near recent highs and government bond yields hitting multi-year peaks as chances of a peace deal between the U.S. and Iran waned, rekindling inflation concerns.
Reuters Reuters
AI chip startup Etched doubles valuation to $21 billion in under a month

AI chip startup Etched doubles valuation to $21 billion in under a month

Aug 18 (Reuters) - Jane Street-backed Etched said on Tuesday its valuation more than doubled in less than a month to $21 billion, as investors bet on growing demand for specialized chips used to run artificial intelligence models.
Trendline Trendline
Stanley Druckenmiller Increases Stakes in Amazon and Chip Stocks Amid AI Enthusiasm

Stanley Druckenmiller Increases Stakes in Amazon and Chip Stocks Amid AI Enthusiasm

Stanley Druckenmiller Increases Stakes in Amazon and Chip Stocks Amid AI Enthusiasm
Reuters Reuters
Wall Street indexes slip as oil prices rise, retail results awaited

Wall Street indexes slip as oil prices rise, retail results awaited

(Removes first bullet point which contained old information) By Sinéad Carew and Avinash P Aug 17 (Reuters) - Wall Street's three major indexes fell on Monday as investors waited for quarterly reports from large retailers to provide insights into U.S. consumer spending, while oil prices rose as the
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Tech stocks weigh on Wall Street as Iran stalemate lifts oil, yields

Tech stocks weigh on Wall Street as Iran stalemate lifts oil, yields

By Shashwat Chauhan and Purvi Agarwal Aug 18 (Reuters) - Wall Street's main indexes fell to about two-week lows on Tuesday, pressured by losses in heavyweight technology stocks, while fading hopes for a U.S.-Iran peace deal sustained gains in oil prices and kept government bond yields at multi-year