Billionaire Ken Griffin tweaked Citadel's chip bets in Q3, loading up on Nvidia (NVDA) while trimming Intel (INTC), a move that highlights growing conviction in
Anthropic to buy $30 billion in Azure capacity in new deal with Microsoft, Nvidia

Baron Opportunity Fund Q3 2025 Portfolio Update

10:06am, Tuesday, 18'th Nov 2025
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. We initiated a starter po
Stifel remained bullish on Nvidia (NVDA) with a price target raise and reiterated buy on the stock before Wednesday's earnings. Diane King Hall talks about how the firm has confidence in the company's
Nvidia's upcoming third-quarter earnings on November 19 may be the defining moment for markets in 2025, with Wall Street anxiously awaiting results that will determine the trajectory of the entire AI
Nvidia (NVDA, Financials) came under renewed scrutiny after a regulatory filing showed Peter Thiel's hedge fund exited its entire position in the chipmaker duri
NVDA's recent slump and strong pre-earnings setup may fuel investor interest in ETFs that heavily weight the chipmaker ahead of its Q3 results.

Nvidia Q3 Preview: Power Grid Problems

09:30am, Tuesday, 18'th Nov 2025
Nvidia Corporation remains a Strong Sell as the risk/reward ratio has deteriorated despite its leadership in AI and impressive YTD performance. Major risks include unsustainable valuation, over-optimi
I downgraded my rating on Nvidia Corporation because I see expectations piled so high that the stock is now expected to outperform on virtually every item of the upcoming earnings release. Sentiment a
Supermicro offers complete, turnkey solutions based on NVIDIA-Certified Systems™ with the latest-generation NVIDIA accelerated computing platforms, leveraging Supermicro Data Center Building Block S

Nvidia: $4 Trillion+ Data Center Opportunity

08:53am, Tuesday, 18'th Nov 2025
Nvidia management expects to benefit from the huge $3-4 trillion in AI infrastructure spending over the next five years. Nvidia's competitive advantage remains solid as it continues to lead in perform
Kevin Green expects volatility to remain elevated as the S&P 500 (SPX) breaks below its 50-day moving average. He believes the market is experiencing a "liquidation moment" driven by a combination of
Big tech's historic spending spree on AI infrastructure is creating opportunities across the entire technology stack.
High-performance, low-latency AI processing will be installed directly on Microspot, Micropolis' proprietary real-time surveillance, behavior-analysis, and mission-management platform
Microchip stocks show early Tuesday softness as Nvidia, Intel, and AMD all point lower in premarket trade. Key support levels, upcoming Nvidia earnings, and recent volatility shape trader sentiment, w
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