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U.S. blocks Nvidia’s scaled-down AI chip sales to China despite Trump hints

  • The move reinforces U.S. export curbs and highlights security concerns over Chinese AI access.
Eamonn Sheridan
07/11/2025 | 01:50 GMT
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Eamonn Sheridan
07/11/2025 | 01:50 GMT
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Stocks
Tesla stock earnings report
Stocks

The Tesla TSLA board has approved Musk's pay package

  • The Tesla TSLA board has approved Musk's pay package
Eamonn Sheridan
06/11/2025 | 21:56 GMT
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Eamonn Sheridan
06/11/2025 | 21:56 GMT
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News
computer chip mountain
News

OpenAI CFO highligths the precarious economics of hyperscalers

  • Some interesting comments today
Adam Button
06/11/2025 | 19:30 GMT
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Adam Button
06/11/2025 | 19:30 GMT
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News
Trump nvidia chip
News

China bans foreign AI chips in state-funded data centres to boost domestic industry

  • China has banned foreign AI chips in state-funded data centres, Reuters reports, dealing a blow to U.S. firms like Nvidia and boosting domestic makers such as Huawei.
Eamonn Sheridan
06/11/2025 | 04:05 GMT
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Eamonn Sheridan
06/11/2025 | 04:05 GMT
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Stock market update
wrap
Stock market update

Snap shares rose on $400mn Perplexity AI deal and new AR spin-off

  • Snap partners with Perplexity in $400mn AI search deal
Eamonn Sheridan
06/11/2025 | 02:01 GMT
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Eamonn Sheridan
06/11/2025 | 02:01 GMT
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Stock market update
Trump China
Stock market update

Axios: Nvidia’s Jensen Huang warns U.S. could lose AI race to China

  • Huang’s remarks highlight growing concern that U.S. regulatory uncertainty could weaken its AI leadership. The comments may renew pressure on policymakers to accelerate infrastructure, energy, and research investment.
Eamonn Sheridan
06/11/2025 | 00:21 GMT
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Eamonn Sheridan
06/11/2025 | 00:21 GMT
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Stocks
Jensen Huang
Stocks

NVIDEA CEO Huang says China will will win the AI race against the US

  • Financial Times reporting on the truth bomb
Eamonn Sheridan
05/11/2025 | 21:04 GMT
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Eamonn Sheridan
05/11/2025 | 21:04 GMT
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News
Dow jones bear
News

Asian equity markets see their biggest losses in half a year

  • Follows falls on Wall Street on Tuesday
Eamonn Sheridan
05/11/2025 | 03:15 GMT
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Eamonn Sheridan
05/11/2025 | 03:15 GMT
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Stock market update
nikkei 05 November 2025 2
Stock market update

ICYMI: Goldman, Morgan Stanley CEOs warn equity correction likely, room for 10–15% drop

  • Goldman Sachs and Morgan Stanley chiefs warned of potential 10–15% equity drawdowns, citing stretched valuations and fragile sentiment. Both said the tech sector looks expensive, with Solomon noting that even modest shocks could shift market psychology.
Eamonn Sheridan
05/11/2025 | 00:47 GMT
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Eamonn Sheridan
05/11/2025 | 00:47 GMT
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Stocks
AMD logo
Stocks

AMD tops estimates with strong Q3 revenue and profit guidance

  • Advanced Micro Devices (AMD) third-quarter 2025 results.
Eamonn Sheridan
04/11/2025 | 21:17 GMT
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Eamonn Sheridan
04/11/2025 | 21:17 GMT
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Stocks
Bitcoin canary
Stocks

Bitcoin the canary once again as US stocks follow it lower

  • Bitcoin tends to front-run Nasdaq moves
Adam Button
04/11/2025 | 17:28 GMT
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Adam Button
04/11/2025 | 17:28 GMT
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Stocks
OpenAI
Stocks

ICYMI: OpenAI sigs $38 billion Amazon cloud deal to boost Nvidia-powered AI infrastructure

  • OpenAI struck a $38 billion, seven-year deal with Amazon Web Services to secure Nvidia-powered computing capacity for AI training and deployment.
Eamonn Sheridan
03/11/2025 | 22:58 GMT
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Eamonn Sheridan
03/11/2025 | 22:58 GMT
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Stock market update
Stocks Equities IL
Stock market update

UBS sees equity bull market extending despite Fed uncertainty and high valuations

  • UBS remains upbeat on equities despite valuation and policy concerns, arguing the global bull market still has legs. The bank said solid earnings and liquidity support further gains even as Fed uncertainty deepens during the US government shutdown.
Eamonn Sheridan
03/11/2025 | 21:55 GMT
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Eamonn Sheridan
03/11/2025 | 21:55 GMT
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Technical Analysis
Analyzing today's targets for Nasdaq @ investingLive.com
Technical Analysis

Nasdaq futures analysis for today & this week, with tradeCompass

  • Intraday and weekly Nasdaq futures plan with tradeCompass thresholds plus day and swing targets with clear risk rules.
Itai Levitan
03/11/2025 | 05:49 GMT
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Itai Levitan
03/11/2025 | 05:49 GMT
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Stock market update
Copper price
Stock market update

UBS: U.S./China talks modestly positive, AI demand underpinning market rallies

  • UBS said the mildly constructive U.S./China outcome could reinforce global risk appetite, supporting equity gains led by AI-linked sectors. The bank expects the combination of geopolitical calm and tech momentum to underpin near-term bullish sentiment.
Eamonn Sheridan
02/11/2025 | 22:57 GMT
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Eamonn Sheridan
02/11/2025 | 22:57 GMT
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