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Market Trends

OpenAI, Amazon Discuss $10 Billion-Plus Investment With Trainium Chip Tie-In

The talks illustrate how investor–supplier arrangements could test the sustainability of AI infrastructure spending.

Microsoft Rebuts AI Sales-Target Report as Market Reassesses Generative-AI Demand

Nvidia Defends Its Lead as Reported Meta–Google TPU Talks Hit the Stock

Nvidia’s Blowout Quarter Lifts Targets as Shares Whipsaw and AI Risks Come Into Focus

SoftBank Sells Entire Nvidia Stake for $5.8 Billion to Back OpenAI and AI Infrastructure

Michael Burry’s $1.1 Billion Bet Against Nvidia and Palantir Rattles AI Stocks

AI Buildout Accelerates as Alphabet Hits $100 Billion and Amazon Raises 2025 Capex

Microsoft-OpenAI Deal Propels U.S. Stocks to Records as Apple and Microsoft Touch $4 Trillion

Nvidia’s AI Lead Draws Fresh Upgrades as Big-Compute Financing Emerges and Bubble Warnings Intensify

Galaxy Digital Soars on Record Q3 as Trading Surges and Helios Secures CoreWeave

Jamie Dimon Puts 30% Odds On Sharp Market Correction Within Two Years

OpenAI Strikes Multi-Year AMD Deal for Up to 6 GW of AI GPUs, With Option for ~10% Stake

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

Nvidia Leans Into AI 'Industrial Revolution' After Record Quarter, Eyes Trillion-Dollar Buildout