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AMZN GOOGL MSFT

Tracking David Tepper’s Appaloosa Management Portfolio – Q3 2025 Update

MSFT

IDEMIA Public Security Expands Collaboration with Microsoft as a Launch Partner of Microsoft Entra Verified ID

IDEMIA Public Security, the leading provider of secure and trusted biometric-based solutions, has been selected as a launch partner of Microsoft Entra Verified ID after a successful pilot, strengthening their partnership with Microsoft to authenticate individuals with proof of identity, and issuance of credentials that enable a host of use cases across Microsoft's ecosystem of partners and customers enabled through IDEMIA's identity and verification technology...

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MSFT

The ‘loopification’ of AI is making me dizzy

The era of "loopification" has arrived as AI giants lock themselves into circular partnerships—investing in, supplying, and buying from one another...

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AMZN MSFT

SP500: Good News For Nvidia Is Bad News For Everybody Else – Stay Short

Get insights on why Nvidia's AI boom may signal market trouble and a bursting AI bubble. Learn what this means for the S&P 500...

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AMZN GOOGL MSFT

Capital Markets Not Running From AI Bubble … Yet, Says JPMorgan

Amid worries over an AI bubble, AI stocks rose after the Nvidia earnings report. But a JPMorgan report warns that capital could dry up if monetization falters...

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MSFT

JPMorgan Says This Is Where You Should Be Investing in AI

JPMorgan Chase (NYSE:JPM) just issued its Outlook 2026 report that frames artificial intelligence (AI) as a multi-decade productivity revolution on par with electricity or the internet, with no evidence of a bubble forming yet. Massive tailwinds are pushing the technology forward as supply constraints remain severe. For example, data center vacancy rates sit at 1% ... JPMorgan Says This Is Where You Should Be Investing in AI...

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MSFT

Nvidia CEO hits back at AI bubble, circular investing fears: ‘We see something very different’

Nvidia is pushing back on AI investing fears...

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MSFT

Why Iren Stock Surged Higher Today

Nvidia's earnings report helped convince investors to jump back into Iren stock...

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AMZN GOOGL MSFT

One Earnings Report Can’t Erase the Stock Market’s AI Bubble Concerns

Nvidia seems to occupy a similar space in the financial markets these days. As the world’s most-valuable company, selling a product that powers the global economy’s biggest investment boom, it’s become as definitive as the Fed in determining broader risk appetite. After all, his thoughts about demand, and Nvidia’s better-than-expected third quarter earnings, are likely to boost the chip maker’s market value by $220 billion on Thursday alone...

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AMZN GOOGL MSFT

The AI Bubble Hangover: Distinguishing The Revolution From The Ruin

A clear AI bubble is forming, with pockets of irrational exuberance and aggressive capital spending across the sector. Read what investors need to know...

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