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Taiwan Semiconductor Scrambles to Feed the AI Boom

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is sharply increasing equipment purchases and factory construction as booming artificial intelligence demand pushes the world’s largest contract chipmaker to expand capacity at an unprecedented pace. Taiwan Semiconductor Nearly Doubles Equipment Purchase Estimate The contract chipmaker has raised its estimate for quarterly chipmaking equipment purchases to about 1.9 times […]
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Sam Altman Flags ‘First Signs’ of a Bubble: Neoclouds on Watch

OpenAI CEO Sam Altman is sounding an alarm on the AI infrastructure boom — and traders in neocloud names like CoreWeave (NASDAQ:CRWV), Nebius Group (NASDAQ:NBIS) and IREN Ltd. (NASDAQ:IREN) are taking notice. CRWV stock is moving. See the real-time price action here.  In a recent appearance on the “Sources” podcast, Altman drew a sharp line […]
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Moderna Stock Falls Friday: What’s Going On?

Shares of Moderna Inc. (NASDAQ:MRNA) are trading lower Friday morning after the company announced official terms for a major private debt offering. Here’s what investors need to know. Moderna shares are experiencing downward pressure. Why is MRNA stock retreating? Upsized $2.6 Billion Convertible Note Pricing Anchors Market Attention Early activity on Friday centers on a […]
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Oklo Stock Edges Higher Wednesday: What’s Happening?

Shares of Oklo Inc. (NYSE:OKLO) are edging higher Wednesday morning. Continued buying interest comes as investors digest ongoing trade friction between the U.S. and Canada. Oklo shares are advancing steadily. Why is OKLO stock trading higher? Escalating U.S.-Canada Trade Standoff Maintains Uranium Tailwinds Ontario Premier Doug Ford cautioned that Canada could restrict U.S. shipments of […]
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This Week in Tesla: Ross Gerber’s Self-Driving Question, Cybercab Boost And More

Tesla Inc. (NASDAQ:TSLA) and CEO Elon Musk were in the news again this week as investor Ross Gerber expressed skepticism about the EV giant’s Full Self-Driving (FSD) capabilities and Musk touted the automaker’s high American content. Here’s a look at some of the major headlines. Ross Gerber Expresses Skepticism on Tesla’s FSD Capabilities Gerber voiced […]
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GE Vernova Lands Major Australia Deal to Power One of Its Biggest Battery Projects

GE Vernova Inc. (NYSE:GEV) stock rose nearly 2% in Friday’s premarket session as broader market sentiment improved. Nasdaq futures gained 0.76%, while S&P 500 futures rose 0.49%. GE Vernova Scores Supernode Stage 3 Deal The company said Friday it will provide technology for the third stage of Quinbrook’s Supernode Battery Energy Storage System project in […]
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Tempus AI Soars as Merck-Moderna Cancer Trial Validates Personalis Acquisition

Shares of Tempus AI Inc (NASDAQ:TEM) are surging Wednesday morning as traders connected the dots between a landmark clinical trial win and Tempus’s recent multi-billion dollar acquisition deal. Here’s what investors need to know. Tempus AI stock is surging to new heights today. What’s behind TEM gains? Landmark mRNA Trial Delivers Breakthrough Results The rally […]
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GE Aerospace, Kratos Land U.S. Air Force Contract

GE Aerospace (NYSE:GE) stock edged lower in Monday’s premarket trading after the company announced a key milestone for a defense engine program. S&P 500 futures were flat, pointing to a steady broader market ahead of the open. The modest decline appears to be a mild pullback near recent highs. GE Aerospace, Kratos Expand Defense Push […]

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