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YOU WONT BELIEVE: 21 - You Need To See This

Tech execs admit AI is a bubble and they're pretty happy about it: 'We can't deny there's a ridiculous amount of investment going on'

71,000 startup founders, venture capital investors, and tech CEOs, gathered under literal storm clouds in Lisbon, Portugal, to discuss the future of AI.

Fortune

CEO Lisa Su Says that ‘Insatiable’ Demand Is Powering AMD. Should You Buy Its Stock Here?

AMD stock has more than doubled in the past year and remains a top investment due to its widening AI moat.

Barchart

The 'Big Short' investor betting $1 billion against the AI bubble says Meta and Oracle's accounting is hiding the brutal truth

Michael Burry shut down his hedge fund shortly after disclosing his massive short position. Is he already bracing for a crash?

Fortune

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AMD to $300 Looks Easy—Here’s Why $500 Could Be Next

Advanced Micro Devices is on the verge of a game-changing shift. The launch of MI450 products will unleash revenue growth for the next five years.

MarketBeat

Top Analyst Says Oracle's 'Irresponsible' AI Bet Differs From 'Healthy' Microsoft And Google Demand: A 'Bad Business' With 'Very Low Margins'

A prominent technology analyst has slammed Oracle Corp.'s (NYSE:ORCL) high-profile AI strategy, labeling it “bad behavior” and an “irresponsible investment” that relies on speculative demand, unlike the “healthy” and established customer-driven AI buildouts at Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN), and Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google.

Benzinga

Ultra-rich media owners are tightening their grip on democracy. It’s time to wrest our power back

The Guardian has no billionaire or corporate owner: funded by readers, our fierce independence is guaranteed

The Guardian - US

Is GOOG Stock a Buy or Sell as Michael Burry Accuses Hyperscalers of ‘Fraud’?

Michael Burry of "Big Short" fame has accused hyperscalers of accounting fraud by extending the useful life of their computing assets. Should you buy or sell GOOG stock as Burry joins the "AI bubble" narrative?

Barchart

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GlobalLogic says data on 10,000 workers exposed in Oracle-linked data breach

GlobalLogic confirms breach, saying criminals stole a treasure trove of sensitive data.

TechRadar

'Bonkers' AI Spending Spree Backfires — Google, Meta and Microsoft Debt Hit as Investor Anxiety Deepens

Companies like Google, Meta, and Microsoft are now turning to debt financing to scale up their AI infrastructures to meet market expectations.

International Business Times UK

Softbank dumps its entire Nvidia portfolio worth $5.8 billion as its CEO goes all-in on OpenAI to the tune of $30 billion

Masayoshi Son, the 68-year-old CEO of SoftBank, has a mixed track record when it comes to massive, high-stakes investments.

Fortune

Michael Burry Doubles Down On AI Bubble Claims As Short Trade Backfires: Says Oracle, Meta Are Overstating Earnings By 'Understating Depreciation'

Famed investor Michael Burry is doubling down on his AI bubble claims, as his short position backfires following the rally in key stocks early this week.

Benzinga

The Washington Post confirms it suffered an Oracle-linked data breach

The Post joins Harvard University, Schneider Electric, and others in being struck by Cl0p and FIN11.

TechRadar

Weekend Tech Round-Up: Nvidia's AI Chip Sale To China Blocked, Apple's Billion-Dollar Deal With Google And More

The tech world was buzzing over the week with a series of intriguing developments. From the Donald Trump administration’s move to block Nvidia’s AI chip sale to China, to Apple’s billion-dollar deal with Google, the weekend was packed with stories that could have significant implications for the tech industry.

Benzinga

Dear AMD Stock Fans, Mark Your Calendars for November 11

The chipmaker is set for its Financial Analyst Day next week.

Barchart

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Barchart

As Oracle Reveals Its new AI Data Platform, Should You Buy, Hold, or Sell ORCL Stock?

Oracle is leaping into the AI spotlight with its new AI Data Platform. Is ORCL stock a buy?

Barchart

Is Wall Street Bullish or Bearish on Oracle Stock?

Oracle has outperformed the broader market over the past year, and analysts are cautiously optimistic about the stock’s prospects.

Barchart

A $1 Billion Reason to Buy AMD Stock Now

As AMD teams up with the DOE on a $1 billion supercomputer project, let’s break down why this could be a smart time to bet on AMD stock.

TechRadar

“We need to do something different” - why Hexagon is teaming up with Red Bull Racing to address manufacturing skills shortage

Oracle Red Bull Racing’s says its mission is to bring more young people into manufacturing - and Hexagon is set to play a key role.

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news in one place.

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Axios

OpenAI is the hot buzzword on corporate earnings calls

It's not enough to talk about AI in general on earnings calls anymore.

TechRadar

AMD and the US government sign $1 billion deal for two massive supercomputers - is the global AI war finally heating up?

The US and AMD are investing $1 billion in two supercomputers to advance AI and scientific computing.

The Conversation

With more Moon missions on the horizon, avoiding crowding and collisions will be a growing challenge

Interest in the Moon has been high – just in the past two years there have been 12 attempts to send missions to the Moon, nearly half of which private companies undertook. With so much activity, it’s important to start thinking about coordination and safety.

The Guardian - UK

Birmingham city council was probably never bankrupt, says accountancy expert

Declaration in 2023 that led to spending cuts was based on underestimation of reserves of more than £1bn, shows fresh analysis

International Business Times

The Elastic Market Effect: How $100 Billion Swings Became The New Normal In US Stocks

The trend, concentrated in mega-cap technology companies like Nvidia, Microsoft and Apple, signals a new kind of market instability driven by scale, speculation and interconnected trading systems.

Fortune

Nvidia is officially the world’s first $5 trillion company. CEO Jensen Huang says it’s on track for ‘half a trillion dollars’ in revenue

Nvidia reached the $5 trillion threshold just three months after becoming the first company to hit $4 trillion.

Barchart

With $500B in Bookings, Is Nvidia Stock Too Cheap to Miss?

NVDA’s CEO Huang revealed that Nvidia’s next-generation Blackwell and Rubin chips have already amassed an extraordinary $500 billion in bookings through 2026.

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