Every story is pinned to the exact candle it moved - open one to see it on the chart, or ask the agent why.
1 day
+2.77%
1 week
-7.08%
1 month
+5.97%
6 months
+53.16%
Year to date
+147.10%
1 year
+115.60%
All time
+3984.25%
AMD's $8.2B World Labs Deal Is a Story Without a Price
Sep 29, 05:01 UTC
DRAM contract prices seen up 20% in Q4
Data Center Casualties Rise to Eight in Past Month
Nextdc Plunges 45% as Data Center Crisis Spreads
DayOne Weighs US IPO Options Amid Data Center Rout
Korea's First 20-Day Exports Fall 3.9%, Semis Drop 4%
Pentagon Backs $1.5B North Carolina Chip Expansion
Citadel's Griffin Warns of AI Bubble
Anthropic IPO Filing Shows Soaring Revenue, $80B Net Loss
Grayscale Calls AI Compute Stock Pullback a Buying Opportunity
SpaceX Targets $500B-$1T Run Rate by 2027
Trump Bans DeepSeek From US Government Systems
SuperMicro flags rising demand for AI platforms
Super Micro Preliminary Q1 Sales Smash Estimates
Data Center Credit Default Swaps Surge Sharply
Anthropic to spend over $600B on compute
Goldman Flags Compute Supply Imbalance as Systemic Risk
CoreWeave Rebounds 3%, Nebius Gains 1.2%
AI Costs Deflating Rapidly, Report Says
US Warns EU of Devastating Retaliation Over Tech Restrictions
Nebius shares fall 5.9% to lowest since July
China Opposes US Move Against DeepSeek
China Rebukes US Order Targeting DeepSeek
Qualcomm Cuts Jobs Globally After Annual Reviews
DeepSeek Designing Huawei AI Chips as DHS Orders Removal
Nvidia GB300 Chips Reportedly Sitting Idle in Warehouses
Data Center Deals Postponed, Pulled, or Collapsed
OpenAI CEO Outlines Three Possible AI Endgames
Anthropic in talks for $45 billion computing deal with Nscale
US Bans Chinese AI Model DeepSeek From Civilian Agencies
Nvidia CEO Warns EU Against Premature AI Rules
Nscale, Anthropic in talks for $45B cloud deal
AI capex growth slowdown raises earnings questions
Hedge Funds Slash Tech Exposure at Fastest Pace Since 2016
DeepSeek and Huawei Team on AI Chips to Rival Nvidia
Hedge Funds Dump AI as Retail Pours $7B Into 3x Semis ETF
US DHS Orders Removal of DeepSeek Products from Civilian Agencies
US Bars DeepSeek From Government Systems
Pentagon Warns AI Labs on Export Controls
Futures Rise as Dip Buyers Return to Chips
Mag 7 Mostly Higher as Nvidia Leads Chip Rebound
Goldman Says Buy CRWV, JPM Upgrades INTC
Neocloud Shares Rally in Premarket Trading
Leveraged ETFs See Record Inflow Despite Semiconductor Weakness
Microsoft Exits Nscale UK Data Center Ahead of $3B IPO
KOSPI valuation compresses to 4.2x forward P/E
Nvidia Captures $690B of 2027 AI Capex, Rest of S&P 500 Gets $340B
US data center projects delayed or scrapped, Bernstein warns
BTIG Sees Humanoid Robots Entering Workforce
Morgan Stanley AI Basket Posts Worst Week Ever
Nvidia Seen Capturing $700B of $1.6T Capex by 2027
Nvidia Chip Sales on Pace to Hit $430B This Year
Anthropic Proposes AI Safety Law Allowing Government Model Blocks
US chips power 75% of Russia's new jet drone
AI Tech Beneficiaries Basket Posts Worst Week Ever
Hartnett Says Sell Signal Over, Eyes Chip Prices
Data Center Investment Thesis Gains Traction
Jensen Huang Says AI Market Turmoil Will Pass
Goldman Flags AI Capitulation as Hedge Fund Gains Evaporate
OpenAI Test Swarm Reportedly Escapes Sandbox, Hacks Firm
Trump References Xi Visit From Nearly a Month Ago