Nvidia may face a more hostile post-election Washington: Report
CEO Jensen Huang’s relationship with President Donald Trump probably won’t save the company from a more adversarial Washington, Semafor says.…
Nvidia, AMD and other chip stocks rebound. Is the ‘violent’ AI selloff over?
Analysts warn of further volatility ahead, though there are two new factors that work in the AI trade’s favor. Source：MarketWatch
Chip stocks are the cheapest they’ve been in nearly seven years. How low is too low?
Contrarian investors might see the sharp decline in semiconductor stocks on Nov. 5 as a buying opportunity, especially since soaring earnings expectations have…
Crypto ally French Hill wins reelection but set to lose House chair
Republican French Hill secured another term in Congress but will lose his leadership of the House Financial Services Committee when Democrats take control in…
As Nvidia’s stock heads for a bear market, bargain hunters see a golden buying opportunity
Portfolio managers say chip demand should be resilient even in a period of political uncertainty. Source：MarketWatch
Google could take stake in bitcoin miner TeraWulf’s $19 billion AI project if Anthropic defaults
A $19 billion datacenter agreement includes an unusual provision allowing Google to acquire part of the project if Anthropic fails to pay its rent.…
A strategist draws a 1980s parallel to argue bipartisanship could power a ‘bull stampede’
In the 1980s, a Republican president, a Democrat Speaker of the House and an inflationfighting Federal Reserve chairman powered a stockmarket rally.…
Watch out for Big Tech companies like Meta and Alphabet issuing more shares and diluting your stock ownership
The Big Tech companies known as hyperscalers may be tempted to issue more shares as interest rates rise and the stock market holds up, which can hurt their…
Micron and other chip stocks slip as election results strike at the core of data-center optimism
Democratic victories in Texas and other states raise longterm questions about the AI buildout, though they do not “unwind projects already funded.”…
Qualcomm sat out the semiconductor rally. Can a SpaceX partnership change that?
The company is furthering its expansion outside of the handset market — by powering Starlink Mobile. Source：MarketWatch
Democrats claim control of the US Senate
The shift in Senate control could change the path for the CLARITY Act, reshape committee leadership and bring closer scrutiny of Trump’s crypto businesses.…
Here’s why AMD’s stock is rising — and sending a confident message about the AI trade
The chip maker is showing “real” revenue from AI, shrugging off sustainability concerns and leading to an upbeat forecast. Source：MarketWatch