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CoreWeave (CRWV) sees upside action; ORCL, NBIS also moving
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xAI is working on a $20 billion lease-to-own deal for Nvidia chips - The Information
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TSMC profit surges to record high on AI chips boom; China concerns dismissed
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Goldman: 'We are not concerned about the total amount of AI investment'
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Active options: NVDA AMD TSLA AMZN INTC OPEN AAPL PLTR
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Active options: NVDA AMD TSLA AMZN INTC OPEN AAPL PLTR
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Anthropic Expects Base Case In 2026 Annualized Revenue Of $20 Billion - Reuters
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HSBC Upgrades NVIDIA (NVDA) to Buy
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Together AI begins substantial purchases of Nvidia chips - The Information
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Broadcom (AVGO) to launch Thor Ultra AI Networking Chip
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Piper Sandler Reiterates Overweight Rating on NVIDIA (NVDA), thoughts on OpenAI deal
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Wolfe Research Upgrades Monolithic Power Systems (MPWR) to Outperform
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Active options: NVDA TSLA AMD AMZN AAPL AVGO PLTR INTC
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NVIDIA ships DGX Spark desktop AI supercomputer to developers
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BofA on Broadcom Limited (AVGO): 'Today’s announcement makes 3 important statements...'
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Meta, Oracle adopt NVIDIA Spectrum-X ethernet switches for AI networks
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NVIDIA (NVDA) PT Raised to $225 at Mizuho
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S&P 500 earnings preview: All eyes on Magnificent 7
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Buy tech sell-off, Wedbush’s Ives says: ’this is a 1996 moment, not 1999’
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Active options: NVDA TSLA AMD INTC AAPL AMZN OPEN SOFI
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UBS Reiterates Buy Rating on NVIDIA (NVDA) Following Taiwan Export Data
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Can the AI rally push on higher?
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Could China trade rare earth access for U.S. tech relief?
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US Probes If Singapore Firm Help China Cos Avoid Chip Rules - NYT
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U.S., Saudi Arabia Advance Chips Agreement -- WSJ
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NVIDIA (NVDA) PT raised to $300 at Cantor Fitzgerald on AI infrastructure growth
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US Approves Several Billion Dollars Of Nvidia Chip Sales To Uae - Bloomberg
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Nvidia CEO Huang says US not far ahead of China on AI
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NVIDIA CEO says OpenAI lacks funds for chip deal, must raise capital
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NVIDIA (NVDA) call put ratio 2.1 calls to 1 put as share price near upper end of range
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NVIDIA (NVDA) Among Equity Investors In Musk's Xai Chip Deal - Bloomberg
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Raymond James on Dell (DELL): 'We believe Dell will benefit from a ramp of Nvidia GB300 GPUs in its January quarter'
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NVIDIA (NVDA) spreader of 3K contracts of January 115 and April 130 puts
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Oracle stock falls after report reveals thin margins in AI cloud business
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Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips - The Information
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Oracle (ORCL) lost nearly $100M from rentals of Blackwell chips in most recent quarter - The Information
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NVIDIA (NVDA) call put ratio 1.8 calls to 1 put as share price near upper end of range
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AMD (AMD) PT Raised to $300 at Melius
