Microsoft Sparks AI Chip Battle — Talks With Broadcom on Custom Silicon
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is in talks with Broadcom (NASDAQ:AVGO) to co-design custom chips…
Denmark’s $600 Billion Economy Just Got a Boost–Thanks to One Drugmaker
This article first appeared on GuruFocus. Denmark just ripped up its old growth script and penciled in a…
Meta Throws Billions at Google AI Chips — The Winners and Losers
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is stepping up production of its in-house Tensor Processing Units,…
Michael Burry Takes on Nvidia’s AI Surge
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) just got a loud new critic, and it happens to…
Novo Nordisk Just Saved Denmark’s Economy–But for How Long?
This article first appeared on GuruFocus. Danish GDP didn’t just rebound in the third quarterit snapped back with…
Nvidia Stock Rises — Wells Fargo Lifts Target to $265 On Explosive AI Boom
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) traded nearly 2% higher on Friday after Wells Fargo raised…
China Floods U.S. Market With $1B a Day–Even Trump’s 55% Tariffs Can’t Stop It
This article first appeared on GuruFocus. Chinese exports are holding their ground in Donald Trump’s renewed trade war,…
Is Europe’s Market About to Break Out — or Break Down?
This article first appeared on GuruFocus. European stocks are grinding through a year of hesitation. A Bloomberg survey…
Local Models, Slipping Sales, and a Silent Software Shift
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) is quietly switching gears in Chinaand it’s not just about…
The $1 Billion-A-Year AI Bet That Could Redefine Oracle
This article first appeared on GuruFocus. Oracle (NYSE:ORCL) is in the middle of a once-unthinkable transformationand the numbers…