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Has the cease-fire rally pushed stocks too high, too quickly?

Here's what a handful of investing professionals say about the market's rapid recovery - and the fragile Middle East truce.

Apr 10, 2026 34 views

#Investment #stock market #earnings #stocks

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Has the cease-fire rally pushed stocks too high, too quickly?

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Nvidia close to investing $30 billion in OpenAI's funding round: source

Technology

Feb 20, 2026

Nvidia close to investing $30 billion in OpenAI's funding round: source

STORY: Nvidia is reportedly close to finalizing a $30 billion investment in OpenAI.As the chipmaker moves to take a stake in one of its largest customers.T...

#Investment #stock market #earnings +2

Broadcom's US$73b AI Backlog Puts Valuation And Risks In Focus

Finance

Feb 19, 2026

Broadcom's US$73b AI Backlog Puts Valuation And Risks In Focus

Broadcom (NasdaqGS:AVGO) reports a record US$73b AI-related backlog tied to its custom accelerators and networking products. Hyperscalers, including Google...

#Investment #stock market #earnings +2

Nvidia and Meta Stocks Rises On AI Chip Deal

Technology

Feb 18, 2026

Nvidia and Meta Stocks Rises On AI Chip Deal

Meta Taps Millions of Nvidia Chips for AI Data Centers in Major Expansion

#Investment #meta #stock market +2

Tech Weekly: OpenAI unhappy with DeepSeek, Amazon Leo lifts off

Technology

Feb 17, 2026

Tech Weekly: OpenAI unhappy with DeepSeek, Amazon Leo lifts off

STORY: From OpenAI's DeepSeek frustrations to Amazon's satellite lift-off, this is Tech Weekly.:: Tech WeeklyOpenAI warned U.S. lawmakers about the actions...

#meta #stock market #earnings +2

Qualcomm says UK lawsuit over smartphone chip royalties will be withdrawn

Technology

Feb 17, 2026

Qualcomm says UK lawsuit over smartphone chip royalties will be withdrawn

Qualcomm on Tuesday said a London lawsuit alleging it had abused its dominant position âEUR?'to force Apple and Samsung to pay inflated âEUR?'royalties wil...

#Investment #stock market #earnings +2

Technology

Feb 13, 2026

AI Chips Today - Arteris Achieves Major Milestone With Network-On-Chip Technology

Arteris, Inc., a prominent semiconductor technology provider, has reached a significant milestone with its network-on-chip technology now deployed in over...

#Investment #stock market #earnings +2

Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.

US Stocks

Feb 12, 2026

Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.

Samsung said it has begun mass production and commercial shipments of a new generation of high-bandwidth memory, called HBM4.

#Investment #stock market #earnings +1

Why OpenAI Is Unhappy With Some Nvidia Chips And Searching For Alternatives

Technology

Feb 05, 2026

Why OpenAI Is Unhappy With Some Nvidia Chips And Searching For Alternatives

OpenAI is exploring alternatives to some of NVIDIA CorpâEUR˜s (NASDAQ:NVDA) latest AI chips, potentially altering the dynamics between two key players in t...

#Investment #stock market #earnings +2

TSMC plans new Japan chip plant with investment reported at $17 bln

Technology

Feb 05, 2026

TSMC plans new Japan chip plant with investment reported at $17 bln

STORY: âEUR?"I am honored to be here to announce a new gigafab plan in Kumamoto, Japan.âEURÂ TaiwanâEUR(TM)s TSMC is stepping up its global expansion, wit...

#Investment #stock market #earnings +2

Trump-Linked World Liberty Financial Draws House Scrutiny After $500M UAE Stake Revealed

Technology

Feb 05, 2026

Trump-Linked World Liberty Financial Draws House Scrutiny After $500M UAE Stake Revealed

US lawmakers are probing Trump-linked World Liberty Financial after a report of a $500M UAE stake, with Rep. Ro Khanna seeking deal records. The post Trump...

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Trump-Linked Crypto Company Draws $500M UAE Backing, Raising Conflict Issues

Technology

Feb 02, 2026

Trump-Linked Crypto Company Draws $500M UAE Backing, Raising Conflict Issues

Trump-linked crypto venture World Liberty Financial confirmed a $500M UAE-backed investment, with Emirati investors taking a 49% stake and reviving conflic...

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Samsung, SK Hynix warn of squeezed chip supplies for PCs, phones due to AI boom

TRON

Jan 29, 2026

Samsung, SK Hynix warn of squeezed chip supplies for PCs, phones due to AI boom

Two of the world's top chipmakers warned on Thursday that computer and smartphone companies were set to bear the brunt of a worsening shortage of DRAM chip...

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Has the cease-fire rally pushed stocks too high, too quickly?

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From on-device AI to the 'girlfriend index,' trading ideas from the research firm that nailed 2025's investment themes

European defense stocks slip following positive TrumpâEUR"Zelenskiy talks

Stock Market

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Search Results for: "ai chips"

📰 Latest Articles

Nvidia close to investing $30 billion in OpenAI's funding round: source

Broadcom's US$73b AI Backlog Puts Valuation And Risks In Focus

Nvidia and Meta Stocks Rises On AI Chip Deal

Tech Weekly: OpenAI unhappy with DeepSeek, Amazon Leo lifts off

Qualcomm says UK lawsuit over smartphone chip royalties will be withdrawn

AI Chips Today - Arteris Achieves Major Milestone With Network-On-Chip Technology

Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.

Why OpenAI Is Unhappy With Some Nvidia Chips And Searching For Alternatives

TSMC plans new Japan chip plant with investment reported at $17 bln

Trump-Linked World Liberty Financial Draws House Scrutiny After $500M UAE Stake Revealed

Trump-Linked Crypto Company Draws $500M UAE Backing, Raising Conflict Issues

Samsung, SK Hynix warn of squeezed chip supplies for PCs, phones due to AI boom

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