• AAPL
• ADBE
• MSFT
• MU
• NVDA
• ORCL
• SMCI
• US500

5 big analyst AI moves: AI stocks not in bubble; SMCI downgraded

This article provides updates on significant analyst movements in AI, focusing on Nvidia, Microsoft, Adobe, Micron, Oracle, and Super Micro Computer, highlighting investment strategies and risks.

• AMD
• ANET
• AVGO
• GOOGL
• MSFT
• MU
• NVDA

Broadcom shares slump as revenue target fails to impress investors counting on AI boost

Broadcom's shares fell 10% after weak revenue forecasts and an unexpected net loss, raising concerns about AI chip demand amid cooling market enthusiasm.

• AMZN
• GOOGL
• MSFT
• NET

US calls on Big Tech to help evade online censors in Russia, Iran

The White House urged tech giants to provide bandwidth for VPNs aiding internet censorship evasion, responding to increased demand from authoritarian states like Russia and Iran.

• MSFT

OpenAI's business versions of ChatGPT reach 1 million paid users

OpenAI has surpassed 1 million paid users for its ChatGPT business products, reflecting increasing demand and plans to raise subscription fees for future AI models.

• AAPL
• MSFT
• NVDA
• US500

AI stocks not in a bubble but concentration risks are high: Goldman

Goldman Sachs states AI isn't in a bubble but warns of high concentration risks among major tech firms, advising diversification into smaller companies and sectors for improved returns.

• ADA/USD
• AMZN
• BTC/USD
• GOOGL
• MSFT
• MSTR
• NVDA
• TSLA
• XRP/USD

$1 Billion Wiped From Stock Market, Here's Impact on BTC, XRP and ADA

Ran Neuner warns investors of potential crypto market meltdowns due to stock market volatility, noting significant losses in major companies and their impact on digital assets.

• AMZN
• GOOG
• GOOGL
• MSFT
• NVDA
• US500

Solid earnings growth 'insufficient' to fuel the stocks rally: BCA

BCA Research warns that Q2 earnings growth is inadequate to maintain the stock market rally, highlighting P/E expansion and potential downturn in major tech firms' earnings.

• AMZN
• CRM
• MSFT

Salesforce to acquire AI voice agent firm Tenyx, joining AI talent race

Salesforce plans to acquire AI voice firm Tenyx to enhance its AI solutions, reflecting a renewed focus on acquisitions amid competition for AI talent in the tech industry.

• AMZN
• INTC
• MSFT
• NVDA
• TXN
• UNH

Intel's Dow status under threat as struggling chipmaker's shares plunge

Intel's stock drop raises concerns about its future in the Dow, with potential replacements like Nvidia and Texas Instruments suggested amid significant operational challenges.

• AAPL
• GE
• MSFT
• NVDA
• SCHW
• TRGP
• TSLA
• US2000
• US500

U.S. stock rally broadens as investors await Fed