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The Nasdaq Composite fell 1.1% in November as the AI trade faced shifting terrain. CME trading was temporarily halted due to a cooling issue at a CyrusOne data center. Intel (INTC) rose nearly 5% and ...

Foxconn reported $27B in November revenue, up 26% year-over-year driven by AI demand. Netflix is acquiring Warner Bros. streaming and film assets for $72B. Truist raised its Alphabet price target to ...

Oracle lost roughly $100B in market cap in a single trading session. Broadcom stock fell 9% after earnings but Bank of America raised its price target to $500. Trump’s AI executive order streamlines ...

Nasdaq plans to extend trading hours from 16 to 23 hours per day across five days per week. Morgan Stanley projects Tesla will operate 1 million robo-taxis by year-end 2035. Waste Management raised ...

Nvidia (NVDA) is investing $2B in Synopsys through an expanded partnership to revolutionize design and engineering with AI. Morgan Stanley is bullish on Alphabet as rising demand for Google’s TPU AI ...

Oracle stock dropped 14.3% after revealing aggressive capex plans despite a debt-laden balance sheet. Alphabet will integrate its AI chatbot Gemini within Apple’s iPhone and iPad devices. If you’re ...

November CPI rose 2.7% versus economist forecasts of 3.1%. Micron Technology surged 15.2% on Q1 earnings driven by soaring memory chip demand. Elliott Management took a position exceeding $1B in ...

White House economic chief Kevin Hassett believes a rate cut exceeding 25 basis points is justified. Microsoft will invest $17.5B in India for AI development. This is its largest Asia investment ever.