Blackrock Science & Tech Trust

Microsoft AI CEO discusses the concept of "humanistic superintelligence" and its development safety red lines

Meta Platforms announces quarterly dividend with an ex-dividend date of December 16, 2025

Latest rumors detail Apple's smart glasses, expected to debut in 2026 with a focus on AI

Reports suggest the UK has abandoned its 'backdoor' demand for Apple's encrypted services.

Security Alert: Forbes Reports Worm Attack Targeting Microsoft Users

Bezos and Musk Compete to Push 'Orbital Data Centers' to Meet AI Demand

NVIDIA Denies Allegations Regarding Chinese Firm DeepSeek's Use of Restricted Chips

Amazon launches its first AI-powered colour Kindle Scribe

Eventide Increases Broadcom Holdings to 50,971 Shares

Analysis suggests Oracle is falling behind in the AI era, highlighting the advantages of AWS's business model

Bcwm LLC Buys Meta Platforms Inc. Stock in Q2

Microsoft's AI medical research achievement, GigaTIME, is published in the journal "Cell".

Amazon announced it will open its first global smart hub warehouse in Shenzhen in March 2026.

Samsung introduces advanced HPB cooling technology, hoping for adoption by Qualcomm and Apple

Microsoft updates Media Creation Tool, integrates Win11 25H2 image

Blue Grotto Capital LLC Reduced Stake in Meta Platforms, Inc. in Q2

BlueSpruce Investments LP Reduces Holdings in Amazon

Ameriprise Financial Inc. Reduces Oracle Stock in Q2

Nvidia to participate in SIGGRAPH Asia 2025 conference in Hong Kong.

Meta and Azerbaijan discuss regional digital projects.

AdvisorShares MSOS 2x Daily ETF

cbdMD

Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SOXL

The vaunted AI company may have a more challenging year in 2026.

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

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Direxion Semicon Bull 3X

Is Nvidia's valuation justified as new competitors close the AI gap?

Nvidia is considering expanding production of its H200 chips after a surge in demand from Chinese buyers, driven by U.S. export rules allowing sales with a 25% fee. Chinese firms like Alibaba and ByteDance are seeking large orders, but supply is tight. Nvidia is exploring capacity expansion while managing U.S. supply commitments. Chinese approval is pending, with discussions on linking H200 imports to domestic chip purchases. Nvidia faces challenges in increasing capacity due to competition for manufacturing slots at TSMC.

- Nvidia is considering increasing production of its H200 chips due to overwhelming demand from Chinese buyers, which has exceeded current output capabilities.  
- The demand surged after the U.S. government allowed Nvidia to export the H200 to China with a 25% fee, prompting major firms like Alibaba and ByteDance to place large orders.  
- However, Chinese approval for these imports is still pending, and local firms are concerned that allowing the H200 could hinder their own chip development efforts.

Cryptopolitan

Nvidia weighs expanding H200 output after China rush

Investment experts remain optimistic about the stock market in 2026, despite common misconceptions about midterm election years being bad for markets. Louis Navellier highlights strong earnings growth, with 83% of S&P 500 companies posting positive surprises. Robinhood (HOOD) is a top pick, showing significant revenue and earnings growth. Tech expert Luke Lango emphasizes the ongoing AI megatrend, with companies like Nvidia and Salesforce showing strong demand and growth. Overall, experts suggest a bullish outlook for 2026.

- The article argues against the notion that midterm election years are detrimental to market performance, citing historical data that shows both gains and losses during these years.  
- It highlights strong earnings growth among S&P 500 companies and the ongoing AI megatrend as positive indicators for future market performance.  
- The author encourages investors to adopt a comprehensive view of the market, suggesting that 2026 may present significant opportunities despite common misconceptions about midterm years.

InvestorPlace

Salesforce

Two Stocks for a Bullish 2026

Rolling Out

Meta Platforms

WhatsApp’s new trick for unanswered calls is genius

The Saturday Spread: Here’s How to Properly Trade the Nvidia (NVDA) Stock Discount

Barchart Option

The Saturday Spread: Here’s How to Properly Trade the Nvidia (NVDA) Stock Discount

ADBE

ORCL

The DJIA and S&P 500 hit record highs following the Fed's interest rate cut, while tech stocks like Oracle fell due to weak cloud revenue. Adobe and Broadcom reported strong earnings, boosting their stocks. Quantum computing stocks are seen as potential growth opportunities. Media sector drama and GM's record high reflect shifting investor sentiment. Benzinga highlights bullish and bearish stock performances, including Oracle's decline and GameStop's revenue miss.

- Markets reached record highs following the Federal Reserve's interest rate cut, with the Dow Jones and S&P 500 performing well, while the Nasdaq lagged due to tech sector weaknesses.  
- Oracle Corp. faced significant losses after disappointing cloud revenue, impacting investor sentiment in AI stocks, despite expectations for future rate cuts to boost risk appetite.  
- The media sector saw increased activity with deal rumors involving Warner Bros. Discovery and others, contrasting with General Motors' continued success, highlighting a shift in investor focus from tech to traditional sectors.

benzinga_article

Adobe

Oracle

GameStop

Benzinga Bulls And Bears: Adobe, Oracle, GameStop — And DJIA And S&P 500 Hit All-Time Highs

CVNA

NFLX

MSFT

Retail investors focused on five stocks this week: Broadcom, Oracle, Netflix, Carvana, and Microsoft. Broadcom's earnings beat estimates but faced sell-off due to guidance concerns. Oracle's earnings showed strong AI demand. Netflix announced a major acquisition, facing regulatory challenges. Carvana's S&P 500 inclusion sparked a rally. Microsoft announced significant AI investments. Investors showed diverse interests across sectors.

- Retail investors highlighted five stocks this week, driven by earnings reports and corporate news, including Broadcom, Oracle, Netflix, Carvana, and Microsoft.  
- Broadcom reported record revenue amid AI demand but faced sell-off due to disappointing guidance, while Oracle's strong earnings fueled investor optimism.  
- Netflix's acquisition sparked controversy, Carvana's S&P 500 inclusion boosted its stock, and Microsoft announced significant AI investments, reflecting diverse retail interests in a positive market environment.

Carvana

Netflix

Microsoft

Broadcom

Broadcom, Oracle, Netflix, And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week

GOOGL

GOOG

AAPB

AAPD

AAPU

AAPX

AAPY

APLY

These industry leaders each have a mathematically clear path to join the exclusive $3 trillion club.

Alphabet

Alphabet - C

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Apple

Prediction: These 2 unstoppable stocks will join Nvidia, Apple, Alphabet, and Microsoft in the $3 trillion club by 2027

AVGO

Eventide Asset Management LLC increased its holdings in Broadcom Inc. by 61.4% in Q2, owning 50,971 shares worth $14.17 million. Other firms like Vanguard and State Street also adjusted their positions. Analysts mostly rate Broadcom as a "Buy" with an average target price of $435.85. Insiders sold shares worth $303.9 million recently. Broadcom's stock opened at $359.93, with a market cap of $1.70 trillion.

Market Beat

Eventide Asset Management LLC Has $14.17 Million Holdings in Broadcom Inc. $AVGO