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MSFT

Bubble or breakout? Nvidia earnings put AI boom under the microscope

(Reuters) -The fate of Wall Street's staggering bets on artificial intelligence will rest squarely on Nvidia on Wednesday when the chipmaker reports results, with investors seeking signs that bubble worries are overblown. Tech billionaire Peter Thiel's hedge fund sold ‌its entire stake in Nvidia in the third quarter, as has SoftBank CEO Masayoshi Son, although he has plowed those returns into a massive bet on OpenAI. Doubts have pushed Nvidia shares down 7.9% so far in November, after a 1,200% surge in the past three years...

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RSPT: Not My Preferred Tech ETF

The Invesco S&P 500 Equal Weight Technology ETF (RSPT) has underperformed market cap weighted tech ETFs due to lack of mega cap exposure...

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MSFT

Rezolve AI PLC (RZLV) Secures $200M to Enhance AI Commerce in Europe and the US

Rezolve AI PLC (NASDAQ:RZLV) is one of the top stocks offering high upside potential in data centers and AI. On November 7, Northland Securities analyst Michael Latimore reaffirmed his Buy rating on Rezolve AI PLC (NASDAQ:RZLV), assigning a $7 price target. Earlier on November 5, Rezolve AI PLC announced the expansion of its commercial operations across […]...

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QTEC: Technology Sector Dashboard For November

Tech stocks are overvalued, but some areas still offer value. Learn more and discover six affordable picks for November...

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MSFT

Microsoft unveils tool to help companies control, track AI agents

Microsoft has helped companies build AI agents that can do specific kinds of work. Now it has a way to spot and stop risky agents...

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MSFT

Satya Nadella relinquishes his role as Microsoft’s communicator-in-chief—right when he’s needed most

Also: All the news and watercooler chat from Fortune...

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MSFT

Anthropic to spend $30B in compute through Nvidia and Microsoft

CNBC's Steve Kovach breaks down the latest news on a new investments from Anthropic, what the spend means for the AI competitive landscape, and more...

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Meta Platforms: Is Today’s AI Cycle A Repeat Of The Metaverse Overbuild?

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Baron Opportunity Fund Q3 2025 Portfolio Update

This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises...

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AMZN MSFT

Anthropic valued in range of $350 billion following investment deal with Microsoft, Nvidia

Microsoft announced new strategic partnerships with Nvidia and the AI startup Anthropic...

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