AI Spending Surge, Contrarian Take On Tech Stocks

05:08pm, Thursday, 13'th Nov 2025
AI remains the dominant driver of tech market momentum, with CapEx surges from OpenAI and Tier 1 players fueling bubble concerns. Tech Contrarians explains the market's AI obsession, and why fears of
The Appaloosa Management hedge fund, run by Carolina Panthers owner David Tepper, on Thursday revealed several new stock positions in the third quarter, and multiple transactions on the semiconductor
Exploring Tepper's Third Quarter 2025 Investment Adjustments David Tepper (Trades, Portfolio) recently submitted the 13F filing for the third quarter of 2025,
The Touchstone Dividend Equity Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell 1000 Value Index for the quarter ended September 30, 2025. Selection within Information Techno
Falling earnings estimates cloud Intel's outlook, even as AI chip launches and major investments aim to revive growth.
UBS is expecting global PC unit sales to grow by around 3% in 2026, helped higher by the Windows 10 end-of-life upgrade cycle and higher adoption of AI PCs.
These are the U.S. metro areas where you're the most likely to land a high salary-with some of them offering a reasonable cost of living, too.
SANTA CLARA, Calif.--(BUSINESS WIRE)---- $INTC--Intel Corporation today announced that John Pitzer, corporate vice president, Global Treasury and Investor Relations, will participate in fireside chats
Nvidia (NVDA) continued to be held by the largest share of U.S. active fund managers in October, with about 76% ownership and quarterly gains in breadth, accord

3 Stocks That Have Made Epic Comebacks in 2025

09:37am, Wednesday, 12'th Nov 2025
These three stocks all looked down and out toward the end of 2024. Through the first 10 months of 2025, however, they were all up more than 70%.
Chip stocks pulled back on Tuesday, led by losses in Nvidia (NVDA) and Micron Technology (MU), while the broader market showed mixed direction as investors awai
Allworth Financial LP increased its position in Intel Corporation (NASDAQ: INTC) by 6.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Excha
Advyzon Investment Management LLC increased its holdings in Intel Corporation (NASDAQ: INTC) by 13.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securi
You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Are you riding the AI wave or worried you're the last one in?
Intel Corp (NASDAQ:INTC, ETR:INL)'s chief technology and artificial intelligence officer, Sachin Katti, is leaving the chipmaker to lead compute infrastructure efforts at OpenAI, the company behind Ch
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