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David Tepper's Hedge Funds Bets On AMD, Nvidia In Q3, Takes Profits On Intel
Thursday, November 13, 2025 - 6:06pm | 2022Read More...The Appaloosa Management hedge fund, run by Carolina Panthers owner David Tepper, on Thursday revealed several new stock positions in the third quarter, and multiple transactions on the semiconductor sector. Here's a look at the new positions as of Sept. 30 and the top changes made in the third...
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America Could Lose AI Race Against China Due To Power Crunch, Goldman Says
Thursday, November 13, 2025 - 9:51am | 852Read More...The future of artificial intelligence may depend less on chips from Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD), and more on the raw watts needed to power data centers. America's lead in the global artificial intelligence race is dangerously walking a tightrope, as a...
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Applied Materials Q4 Preview: Analyst Says 'Risk Reward Skewed To The Upside' Ahead Of Report
Wednesday, November 12, 2025 - 2:16pm | 752Read More...Semiconductor giant Applied Materials (NASDAQ:AMAT) could highlight new AI-related products and how export restrictions to China are impacting the sector when the company reports fourth-quarter financial results Thursday after market close. Here are the earnings estimates, what analysts are saying...
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Two Top Gay Dating Apps Disappear On Apple, Android Devices In China Amid Deepening Censorship Fears
Wednesday, November 12, 2025 - 3:43am | 589Read More...Apple Inc. (NASDAQ:AAPL) has confirmed that China's top gay dating apps, Blued and Finka, were taken down from its App Store at the request of the country's internet regulator. China's LGBTQ+ Community Faces Another Setback Blued and Finka, two of China's most widely used gay dating apps, have...
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Tesla Deliveries Hit Three-Year Low In China, Company Could Post First Full Year Decline In 2025
Tuesday, November 11, 2025 - 4:50pm | 606Read More...After setting records for electric vehicle sales in the third quarter, Tesla Inc (NASDAQ:TSLA) has more bad news when it comes to demand to start the fourth quarter. A new report shows a sharp decline in vehicle sales in China. TSLA shares are under pressure. Get the scoop here. Tesla Sales Hit...
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Tesla Vs. XPeng: Musk's Optimus Meets Xiaopeng's Iron In The AI Race
Tuesday, November 11, 2025 - 4:04pm | 552Read More...Elon Musk wasn't the only electric car CEO showing off humanoid robots and flying cars last week. At XPeng Inc (NYSE:XPEV) AI Day last week, CEO He Xiaopeng unveiled Iron, a humanoid robot prototype that instantly drew comparisons to Tesla Inc's (NASDAQ:TSLA) Optimus. Track TSLA stock here. Tesla...
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Tesla's China Rival Nio Ships 431 EVs Overseas In October
Tuesday, November 11, 2025 - 9:39am | 542Read More...Nio Inc (NYSE:NIO) reportedly stepped up its global push in October, sending hundreds of electric vehicles overseas while continuing strong sales momentum at home. NIO stock is racing ahead of the pack. Get the scoop here The company is focused on expanding its footprint beyond China as...
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Trump Administration's Upcoming Strategic Investments Spark Frenzy as Investors Watch Closely
Sunday, November 9, 2025 - 12:05pm | 397Read More...A growing number of investors are turning to President Donald Trump administration’s strategic investments in public companies as a guide for their own stock picks. This trend is fueled by the substantial profits these stocks often yield after the US government acquires a stake. Traders, like...
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China's October Exports Unexpectedly Drop As US Trade Slows Amid Trump Tariff Tensions
Friday, November 7, 2025 - 6:24am | 419Read More...China’s exports unexpectedly fell in October, following months of rushing shipments to stay ahead of President Donald Trump‘s tariffs. Outbound shipments from the world’s second-largest economy fell by 1.1% last month, customs data showed on Friday, contrasting the 8.3% rise in...
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Trump's Tariffs Are Weighing On This Toy-Maker That Competes With Hasbro And The Lego Group: Growth Score Dips
Friday, November 7, 2025 - 5:21am | 587Read More...A leading U.S.-based toy-maker is reeling from the impact of the trade and tariff policies of President Donald Trump, which are taking a toll on its sales and margins. Despite recent signs of easing trade tensions across key sourcing regions, the stock continues to languish at multi-year lows. The...
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Trump's China Truce Shook Lithium Stocks — Now JPMorgan Says Lithium Americas Is Fairly Priced
Thursday, November 6, 2025 - 2:09pm | 480Read More...Lithium investors just got a reminder that geopolitics can move markets faster than demand forecasts. After a months-long retail-fueled rally, Lithium Americas Corp. (NYSE:LAC) has plunged 45% over the past month — a collapse JPMorgan's Bill Peterson partly attributes to "shifting rhetoric from the...
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Ferrari's Amalfi Wins Over Under-40s — Bookings Now Stretch Into 2027
Thursday, November 6, 2025 - 1:37pm | 492Read More...Ferrari NV's (NYSE:RACE) newest grand tourer, the Amalfi, isn't just another model — it's a magnet for a new generation of buyers. CEO Benedetto Vigna revealed that the first two Amalfis sold in China went to clients "younger than 40 years old," and about "40% of the people that want to buy the...
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ARM's China Sales Hit Record Highs—Now 22% Of Revenue, CFO Says
Thursday, November 6, 2025 - 11:15am | 449Read More...While Washington's chip rhetoric grows louder, Arm Holdings PLC's (NASDAQ:ARM) sales in China are surging. Chief financial officer Jason Child told analysts that "China is maybe 22% of sales this quarter," adding that demand from the region "looks to be as strong as we’ve ever seen." Track...
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Jensen Huang Warns China Will Win The AI Race Days After Donald Trump Said US Won't Let 'Anybody' Have Nvidia's Most Advanced Chips
Wednesday, November 5, 2025 - 10:37pm | 752Read More...On Wednesday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang warned that China is poised to surpass the U.S. in artificial intelligence development, citing cheaper energy and looser regulations that give Beijing an edge. China's AI Advantage: Cheaper Power And Government Support Speaking on the...
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MP Materials Q3 Preview: Rare Earth Stock Down 25% In One Month, Can Earnings Help Spark A Rebound?
Wednesday, November 5, 2025 - 4:56pm | 933Read More...Rare earth minerals company MP Materials (NYSE:MP) is set to report third-quarter financial results Thursday after market close. Here are the earnings estimates, what analysts are saying and key items to watch. Earnings Estimates: Analysts expect MP Materials to report third-quarter revenue of $54....
















