Latest Market News
Nvidia's Trump Card: How Geopolitics Is Fueling the Rally
Nvidia surges 5% as Trump-Xi meet. Original analysis on how geopolitics, not earnings, is driving NVDA's next leg higher.
Amazon's Dip: A Buying Opportunity Before Prime Day?
AMZN fell 0.94% to $270.13. Is this a pre-Prime Day pullback or a sign of broader weakness? Our analysis explores the implications.
IBM Stock Tumbles 6.6%: What's Behind the Drop?
IBM shares fell 6.58% to $214.64. Our analysis explores market catalysts, investor sentiment, and what lies ahead for the tech giant.
GOOGL: Navigating Tariffs and AI Capex โ A New Era
Alphabet faces headwinds from tariffs and rising AI costs. Our analysis reveals strategic pivots and long-term opportunities for GOOGL investors.
US Clears H200 Sales to Tencent, Alibaba: A Strategic Pivot?
US approves Nvidia H200 chip sales to Tencent, Alibaba, ByteDance and others, signaling a potential shift in tech export policy.
China's AI Chip Pivot: Huawei Rises as Nvidia Falters
DeepSeek and other Chinese AI firms shift to Huawei chips, highlighting Nvidia's vulnerability in China and the impact of US export controls.
Cisco's AI Orders Surge: Is the Networking Giant Back?
Cisco shares jump after hours on record AI infrastructure orders. Our analysis explores what this means for the networking giant's comeback.
Vietnam's Crypto Tax Plan: A New Era for VIX and Banks
Vietnam's proposed 0.1% crypto tax could reshape the market, benefiting VIX Securities and major banks like Techcombank, VPBank, and LPBank.
Alphabet's New Normal: GOOGL Navigates Macro Headwinds
GOOGL faces a 'new normal' as macro uncertainty and Bitcoin volatility test investor sentiment. Expert analysis and key takeaways inside.
Oracle (ORCL) Earnings Preview: Cloud Growth Key
Oracle's upcoming earnings will test its cloud momentum amid AI demand. Analysts eye autonomous database and OCI growth.
Bitcoin Rally Targets $83K as Sentiment Shifts
Bitcoin's rally validates bullish calls for $83K. Institutional inflows and technical patterns signal further upside.
AMD Surges 15% After Strong Earnings, CEO to Speak on CNBC
AMD shares jump 15% after better-than-expected results. CEO Lisa Su to appear on CNBC's Squawk on the Street.
Nvidia Surges 72% in Year; Partners on Major AI Data Center Project
Nvidia stock soars 72% in a year, while Hut 8 builds a massive AI data center using Nvidia's DSX architecture.
Apple's Siri Strategy: Challenges and Opportunities
Apple's Siri faces challenges and opportunities as new reporting from CNBC's MacKenzie Sigalos reveals key insights.
ServiceNow and Salesforce Face Tough Year in Enterprise Software
Enterprise software stocks like ServiceNow and Salesforce face a challenging year amid market headwinds and shifting investor sentiment.
Intel Surpasses Dotcom Value, Chip Stocks Rally
Intel's market cap tops dotcom-era high, while Micron and SanDisk hit records amid surging chip demand.
Apple Stock: App Store Overhang, Intel Chip Talks
Goldman Sachs reiterates Apple as buy despite App Store overhang; Intel surges on report Apple may use its chips.
Broadcom AI Stocks Surge Amid Market Optimism
Broadcom and other AI stocks trade up as investor sentiment improves. Key takeaways include strong performance and market trends.
QQQ Hits 26-Year High in Key Ratio, Micron Options Surge
The QQQ/SMH ratio broke to a 26-year high, while Micron options volume eclipsed QQQ and SPY combined.
Microsoft Reshapes Xbox and AI Strategy in Dual Moves
Microsoft appoints new Xbox CEO Asha Sharma, who overhauls leadership amid revenue declines, while also joining an AI safety initiative with Google and xAI.