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
+1.38%
1 week
-4.12%
1 month
-6.66%
6 months
-19.27%
Year to date
-2.16%
1 year
-7.99%
All time
+1458.35%
DRAM contract prices seen up 20% in Q4
Citadel's Griffin Warns of AI Bubble
Grayscale Calls AI Compute Stock Pullback a Buying Opportunity
Anthropic to spend over $600B on compute
AI capex growth slowdown raises earnings questions
Hedge Funds Slash Tech Exposure at Fastest Pace Since 2016
Credit Stress Hits Top-Rated Tech Names as CDS Widen
Hedge Funds Dump AI as Retail Pours $7B Into 3x Semis ETF
Futures Rise as Dip Buyers Return to Chips
Mag 7 Mostly Higher as Nvidia Leads Chip Rebound
Leveraged ETFs See Record Inflow Despite Semiconductor Weakness
Nvidia Captures $690B of 2027 AI Capex, Rest of S&P 500 Gets $340B
US data center projects delayed or scrapped, Bernstein warns
Nvidia Seen Capturing $700B of $1.6T Capex by 2027
Data Center Investment Thesis Gains Traction
Semiconductor Index Falls for Eighth Straight Session
Dell Touts Just-In-Time Model to Weather AI Bust
Dell Warns Memory Crunch to Worsen, Touts AI Cushion
Anthropic Secures BB+ Rating Ahead of $60B AI Financing
IMF Warns AI Bubble Burst Could Cut Global Growth
Cramer Warns AI Selloff Shows Need for Diversification
New DRAM Demand Source Seen Surging 20-Fold by 2030
Analysts: Anthropic Slowdown Not a Sign of Weak AI Demand
US chip stocks slide as Nvidia, AMD, Intel tumble
Anthropic Growth Slowdown Sparks AI Stock Selloff
Goldman Warns AI Capital Crunch, Chip Air Pocket Risk
Nvidia and ChipAgents Launch AI Chip Design Evaluation
Zuckerberg: Meta to spend up to $200B on AI
Goldman Flags Memory, Custom Chip Risks to Nvidia
Broadcom CEO Questions OpenAI Profitability Despite Revenue
Broadcom CEO Warns AI Investors Are Gambling in a Casino
Tech Stocks Slide on Broadcom CEO's Warning
Smartphone Shipments Plunge 20% as AI Boom Squeezes Chips
Intel, Broadcom CEOs Warn Capital Is AI's Biggest Bottleneck
UBS Identifies Next Leg Of AI Trade
UBS Reaffirms Nvidia Buy, $300 Target on Strong AI Demand
Chip-Collateralized SPVs Reach $300 Billion
Broadcom, Oracle Join AI Chip-Debt SPV Stampede
Broadcom arranging over $50B financing for OpenAI chips
Oracle, Broadcom, SpaceX Seek Debt Deals for AI Chips
Marvell CEO Projects Data Center Revenue Above $30B by 2028
AI infrastructure stocks drive over half of S&P 500 Q3 EPS growth
South Korea bets $900B on AI, chips, robots
AI Chip Financing Draws Comparison to Milken Era
Amazon, Broadcom Turn to Off-Balance Sheet SPVs for AI
Broadcom Amassing $60 Billion to Fund Anthropic Chips
Trump Says AI Industry Bigger Than Internet
Broadcom to lend Anthropic up to $42 billion
Data Centers Could Consume 57% of Virginia Power by 2030
Micron Q4 revenue beats estimates, margin misses buyside bogey
OpenAI and Synopsys Launch GPT-Synopsys for Chip Design
AI Infrastructure Spending to Dwarf Past US Booms
Trump Hosts AI Power Lunch With Top Tech CEOs
AI Industry Needs $6T Revenue to Justify Data Center Spend
AI Data Center Debt Universe Mapped in New Chart
Hartnett Warns AI Big 10 Hits 41% of US Market Cap
Goldman Warns Hyperscaler Capex Could Hit $920B Annually
Goldman flags slowing AI token demand growth
SK Hynix's Solidigm eyes 2027 IPO at $150 billion valuation
Communications Equipment Orders Surge 40% Year-Over-Year