Three things to watch on stock market this week after sharp fall in tech share prices AI compute firm Coreweave dropped by more than a quarter last week The Independent UK · Oct 19
CoreWeave’s CEO Says the Market Doesn’t Understand His Company. Whether or Not It Does Isn’t What Matters Here. CoreWeave's massive revenue backlog points to strong AI demand, but there are questions about its finances. Barchart · Oct 19
Microsoft's New AI Chip Could Change the Economics of AI Microsoft's new Maia 300 AI chip aims to cut reliance on NVIDIA and lower inference costs ahead of its Oct. 28 earnings, as analysts maintain a Moderate Buy rating on MSFT stock. MarketBeat · Oct 19
Daedalus: Greece unveils new supercomputer as it eyes role in Europe's AI race With a performance of 85.69 petaflops, Daedalus opens up new possibilities for developing advanced AI models in Greece. Euronews · Oct 19
3 Bear Put Spread Trade Ideas For This Monday A bear put spread is a vertical spread that aims to profit from a stock declining in price. It has a bearish directional bias as hinted in the name. Unlike the bear call spread, it suffers from time decay so traders need to be correct on the direction of the… Barchart · Oct 19
Microsoft's UK Data Centre Exit Puts Spotlight on Power Shortages Holding Back AI Expansion Microsoft has withdrawn from an agreement involving Nscale's planned £2bn AI data centre in Loughton, Essex, after grid delays threatened the facility's original 2027 opening timetable. International Business Times UK · Oct 19
The Global Economy Is Betting Heavily on AI, but Warning Signs and Rising Debt Are Straining Wall Street Global investment in AI is driving economic growth, but rising debt, high borrowing costs and uncertain returns are increasing risks for infrastructure providers and financial markets. International Business Times UK · Oct 19
AI's future runs through credit desks Nvidia's $500 billion financing push shows the AI race now hinges on capital markets, not just engineering. Fortune · Oct 18
What a New Nvidia-Backed AI Platform Means for Honeywell Stock Honeywell introduced its Nvidia-backed Forge Cognition platform. Barchart · Oct 18
'How many canaries have we killed in the coal mine?' — Wall Street debates if the latest AI bubble warnings are another head fake or the real thing "I don't know whether this is the breaking point or another 25 or 50 basis points higher is the breaking point." Fortune · Oct 17
Why Micron Is Betting $35 Billion on Its Own Stock MU stock is up more than 200% this year and is one of the best-performing stocks in the S&P 500. Barchart · Oct 17
Why Dan Ives Says Now Is the Time to Buy the Dip on Nvidia Stock Dan Ives remains convinced that Nvidia stock will rip higher over the next 12 months. He explained why in his latest research note to clients. Barchart · Oct 16
CoreWeave's CEO sold nearly $1 billion of stock since IPO, filings show The sales began about two months after the stock hit a record high in June 2025. The shares have tumbled since and were on track to lose about 24% this week as investors worried about the Nvidia-backed company's heavy capital spending and the debt needed to fund it amid rising… The Economic Times · Oct 16
CoreWeave stock wipeout exposes divide between AI fear and greed CoreWeave Inc. is navigating turbulent stock trends due to climbing bond yields and investor trepidation over its debt, raising fears of default. Although a temporary boost followed optimistic comments from Nvidia's CEO, the overall sentiment leans towards caution. Analysts believe that while funding needs are pressing, robust AI demand could… The Economic Times · Oct 16
International Business Times UK · Oct 16 Trump's $333M Ballroom Donor List Exposed: Tech Giants, Billionaires and Who Paid How Much Trump's $333 million White House ballroom donor list reveals huge corporate pledges, $77 million in anonymous donations, and one glaring omission: the president himself.
Barchart · Oct 16 Nvidia AI Deal Talks Just Gave Bulls a Fresh Reason to Buy NVDA Stock Nvidia is reportedly weighing a deeper investment in or acquisition of Reflection AI, a move that could extend its reach into open AI models
International Business Times UK · Oct 16 Leaked List Reveals Apple, Nvidia, and Other Corporate Giants' $333M Pledge for Trump's Ballroom Donations to Trump's $333M White House ballroom fund coincided with government contracts, regulatory decisions, and a presidential pardon, records show.
MarketBeat · Oct 16 Expecting a Market Correction? This Mega-Cap ETF Deserves a Spot on Your Watchlist Nearly 75% of Americans expect a correction, survey finds. The Invesco S&P 500 Top 50 ETF (XLG) offers exposure to mega-cap growth stocks that could fall more, then rebound.
Fortune · Oct 16 Jensen Huang on agents gone rogue and AI doomers Fortune’s Jeremy Kahn and Beatrice Nolan sat down with Jensen Huang in London this week, where Huang sounded off on headline-grabbing cybersecurity incidents and AI doomers.
InsideEVs · Oct 16 Volvo Taps Nvidia To Bring ‘Eyes-Off And Mind-Off’ Driving To Its Cars The automaker said its future models will be capable of doing point-to-point, hands-free automated driving.
Fortune · Oct 16 'I told you so': China's chip sector is making breakthroughs—and U.S. export controls are the reasons why Rakesh Kumar says the controls spurred China to build its own chip ecosystem—and that Chinese AI models are now "very, very close" to America's.
International Business Times UK · Oct 16 Trump's Ballroom Secret Donor List Emerges: Apple and NVIDIA Each Pledged $25M to the White House Project Apple and NVIDIA reportedly pledged $25m each towards Donald Trump's White House ballroom, prompting renewed questions about donor transparency, corporate influence and funding disclosures
The Economic Times · Oct 15 US Stock Market: What to led to S&P 500, Nasdaq, Dow Jones, Russell 2000 rebound after historic low despite fall of Nvidia stocks, TSMC shares? US Stock Market today: Nvidia dipped 1.8 per cent after chip manufacturer TSMC struck a cautious note on 2027 despite reporting a sixth consecutive record quarterly profit on robust AI-driven demand.
Fortune · Oct 15 Supermicro promised a new CFO in December 2024. A $2.5 billion smuggling case and a cofounder’s arrest later, it has one Tech investor Mark Long has replaced former CFO David Weigand.
The Economic Times · Oct 15 White House Ballroom secret donor list: Check who are in the list and who can be donors? The scale of the ballroom project and the administration’s handling of fundraising and disclosures have drawn criticism from watchdog groups and legal experts