Big Tech Stocks
Nvidia’s Huang exit puts CoreWeave and Palantir under pressure
Short interest in the Nasdaq 100’s QQQ ETF has reached its highest level since 2023, JPMorgan data shows.
Nvidia
Crypto
Bitcoin falls below $70,000 to its lowest level since August
The cryptocurrency has lost more than 6% in 24 hours, to around $68,700 and its weakest level since August 19, after the Nvidia shock and a Fed...
Big Tech Stocks
Nvidia board weighs Huang’s future as stock falls 6%
Polymarket traders make CUDA architect Ian Buck the favorite to succeed the founder, just ahead of finance chief Colette Kress.
Big Tech Stocks
Microsoft drops Nscale expansion option at Texas data center
The British neocloud provider, which is seeking a listing at about $35 billion, must now find new buyers for the capacity.
Big Tech Stocks
Nvidia falls almost 9% as midterm result stirs data center fears
UBS estimates that roughly 30% of the new US data center capacity expected in 2028 is at risk, and the stock has broken below $200 ahead of its...
Big Tech Stocks
CoreWeave trades 61% below its high as ARK buys the dip
Analysts’ average target implies 143.6% upside, but $35.1 billion of debt and a $39 billion capex plan hang over the November 10 earnings report.
Big Tech Stocks
Nvidia to invest $3 billion in Meta share sale
The chipmaker is buying into a customer that aims to raise as much as $97.5 billion for artificial intelligence, in a deal that has split Wall Street.
Big Tech Stocks
Meta seeks up to $95 billion from shareholders to fund AI buildout
The raise follows Meta’s first negative free cash flow in more than a decade, with Nvidia, AMD and Broadcom signaling interest in buying up to $5...
Big Tech Stocks
5 tech stocks to buy in 2027, according to Dan Ives, including the “Messi of AI”
Dan Ives, one of Wall Street’s most bullish investors on AI stocks, has unveiled his five top picks for 2027.
