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
+0.96%
1 week
-3.29%
1 month
-6.24%
6 months
+11.53%
Year to date
+3.36%
1 year
-0.16%
All time
+1607.67%
Goldman Desk Undercuts AI Bull Case
Broadcom tumbles 6.8% on weak revenue outlook
Broadcom Guides 4Q Revenue Below Estimates
Goldman flags credit stress and AI financing concerns
Broadcom CDS Hits Record High, Nvidia Widen
Broadcom CDS Hits Record 122 After $100BN Debt Deal
Broadcom CDS Surges on $100B Off-Balance Sheet Debt Plan
Broadcom in talks to raise $60B for AI chip deal
Nvidia follows Broadcom's established playbook
Hedge fund boosts Micron, Sandisk stakes
Goldman flags optical stocks outperforming memory
Oracle credit default swaps hit record high
AI credit spreads widen as hedging demand surges
Anthropic builds custom AI chips for Claude
Goldman adds Microsoft, Delta to conviction list
AI Earnings Beat Estimates by Record Margins
Schneider Electric Lifts Guidance on AI Data Center Boom
AI Supply Chain Insiders Lead Q2 Selling
Investors Rush to Cut Chip Stock Exposure
NXP forecast fails to excite as chip concerns deepen
AI Supply Chain Demand Boosts Australian Capital Markets
Banks Syndicate $35B Broadcom-Anthropic AI Deal
GE Vernova Shares Slide on Revenue Outlook
AI Trade Maturing, Not Breaking, Says UBS
Trump Redirects Billions to AI Research
White House Redirects Research Funds to AI
Bezos Backs AI Materials Startup CuspAI
Semiconductor ETFs See Record $46 Billion Inflow
Chinese AI Breakthrough Sends Tech Stocks Lower
Nasdaq Futures Tumble as Chip Rout Deepens
Nvidia CEO Says AI Boom Just Beginning
Goldman Flags Rotation from Semis to Hyperscalers
Hyperscaler credit stress hits highest since February
Goldman Flags Shift in AI Market Perception
AI Bond Issuance Tests Investor Appetite
Goldman Warns on Hyperscaler Hardware Stocks
TSMC Sales Surge 36% on AI Demand
Chip Giants Set Record Free Cash Flow
AI Spending Drains Big Tech Cash
Record $35B Private Credit Deal Starts Trading
Bank of America Flags AI Cash Flow Shift
FOMC Minutes Signal IPO Acceleration for AI
SpaceX Analysts Defy AI Trade Sustainability Doubts
Apple and Broadcom Expand $30 Billion Deal
AI Mentions on Earnings Calls Hit Record High
Nasdaq 100 Falls Over 1% on Chip Selloff
Morgan Stanley Advises Ditching Chip Stocks
Broadcom expands Apple partnership through 2031
AI Infrastructure Spending Drives Capital Raises Surge
AI pricing decline fuels investor unease
AI Spending Spurs Market Unease
Goldman Flags Rotation from Magnificent Seven to Semis
Anthropic in Talks with Samsung for AI Chip
SoftBank to Rent AI Computing to US Firms
Chip Stocks Slide as Index Drops 3.6%
AI Compute Supply Seen as Less Scarce
Private bond market opens new AI funding front
Trump Reports $1B+ Crypto Windfall
Philadelphia Semiconductor Index Surges 3.9%
AI Chip Startup Etched Raises $800 Million