Azure’s Inflection Point: Can Microsoft (MSFT) Balance AI Growth With Capex Risk?
By Neha Gupta Publication Date: 2026-09-25 23:13:00 Microsoft Corporation (NASDAQ:MSFT) has lagged the broader market amid growing concerns about ballooning…
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Nscale closed a $3.36B pre-IPO round led by Third Point, with $1B from Nvidia still to come
By Ana-Maria Stanciuc Publication Date: 2026-09-25 16:39:00 Nscale has closed a $3.36B pre-IPO convertible note round led by Third Point,…
Dow Jones Tech Titan Amazon Eyes Buy Point Amid Battle With Key Support Level
As the Dow Jones Industrial Average and other stock indexes traded mixed during Tuesday’s session, Amazon (AMZN), Incyte (INCY), Scorpio…
Nvidia smashes Q2 forecasts at $96.2bn as AI hits ‘inflection point’
By Una Hajdari Publication Date: 2026-08-26 20:50:00 Nvidia posted quarterly revenue of $96.2 billion (€82.4bn) on Wednesday, comfortably beating the…
/A%20close-up%20shot%20of%20a%20Broadcom%20chip%20by%20g0d4ather%20via%20Adobe%20Stock.jpeg?ssl=1 "Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2")
Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2
By Ruchi Gupta Publication Date: 2026-08-22 19:30:00 A close-up shot of a Broadcom chip by g0d4ather via Adobe Stock Broadcom…
Billionaire Dan Loeb of Third Point Dumped Nvidia, Broadcom, and Meta, but Increased His Stake in This Virtual Monopoly by Almost 500%
By Sean Williams, The Motley Fool Publication Date: 2026-08-20 11:26:00 You might not realize it, but one of the most…
Third Point Exited Nvidia and Broadcom, Made New Bet on Warner Bros. Discovery in Second Quarter
By Evie Liu Publication Date: 2026-08-14 22:37:00 Third Point shifted away from some of the market’s biggest semiconductor winners in…
Cisco Q4 FY 2026 Earnings Point to Broader AI Infrastructure Demand
By Futurum Research Publication Date: 2026-08-14 00:00:00 Analyst(s): Futurum ResearchPublication Date: August 14, 2026 Cisco’s Q4 FY 2026 earnings showed…
Amazon's $220 Billion Inflection Point
Amazon.com, Inc.’s AWS revenue surged 36.7% to $42.2B as AI demand boosts backlog and margins; but CapEx and EPS quality…
IBD Stock Of The Day Nvidia Nears Buy Point
By Investor’s Business Daily Publication Date: 2026-08-13 15:42:00 NVIDIA NVIDIA NVDA $ 225.30 $1.21 0.54% 29% IBD Stock Analysis NVDA…