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Nvidia’s China return buys time for Beijing to boost its chip drive
As semiconductors have become a geopolitical hot potato over the past few years, it’s no surprise that Nvidia , the leader in artificial intelligence-related chips, has been caught up in escalating tensions between the U.S. and China. When Nvidia returned to the China market last week , seemingly with the blessing of Washington, it sparked […]
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Berkshire Hathaway continues to underperform after Buffett’s exit news, now trailing the S&P 500
Berkshire Hathaway ‘s underperformance in share price has continued since Warren Buffett’s exit news, now falling behind the S & P 500 in 2025. The Omaha-based conglomerate’s B shares have suffered six negative weeks in the past seven, on track for its third straight negative month. Since May 3, when the “Oracle of Omaha” announced […]
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European companies are jumping on the defense bandwagon as EU plans security splurge
From cruise ships to telecommunications, European companies are finding ways to increasingly pivot to military contracts as they seek to cash in on a defense boom that’s sweeping the continent. Europe’s defense sector has exploded in value this year, with the industry’s publicly listed companies riding a wave of bullish sentiment that has seen some […]
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Meta and Google are laying a web of globe-spanning subsea cables. We found out what’s involved
U.S. hyperscalers Meta and Alphabet ‘s Google are rolling out a fast-growing web of transcontinental subsea cables, looking to keep pace with ever-increasing bandwidth demand and artificial intelligence workloads. Submarine cables are the backbone of the world’s internet and telecommunications infrastructure, enabling everything from international phone calls to financial transactions. While satellites play a complementary […]
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Market watchers warn Trump might not ‘chicken out’ of 30% tariffs on the EU
Global investors may be underestimating U.S. President Donald Trump’s commitment to follow through on his latest tariff threats, some market watchers have warned. In his latest trade policy update, Trump announced that he would be slapping 30% tariffs on goods imported to the U.S. from the European Union and Mexico from Aug. 1. European markets […]
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GameStop’s Ryan Cohen lays out his vision for company — it’s not to be the next MicroStrategy
GameStop chief Ryan Cohen said Tuesday his video game retailer is using crypto as an inflation protection, and not trying to mimic others in becoming a large holder of digital tokens. “I look at it as a hedge against inflation and global money printing and and we’ll see what happens,” Cohen said on CNBC’s ” […]
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The markets are telling you not to worry with steep drop in volatility. Should you listen?
As midsummer sets in and the trauma of the springtime sell-off fades, the markets are whispering, “Don’t worry.” With every orderly ratchet higher to a record high in the benchmark indexes, affirmed by a breakout in bitcoin as gold sleeps, a steep retreat in market volatility and a collapse in corporate-credit spreads, the investment universe […]
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‘Big Short’ Trader Steve Eisman breaks down one reason investors shouldn’t worry about deficits
Steve Eisman, the investor who called the subprime mortgage crisis, said fears of the massive size of the federal budget deficit may be overblown. President Donald Trump’s One Big Beautiful Bill Act signed last week added to investor concerns about the fiscal trajectory of the country and future government borrowing. The bill includes trillions of dollars in […]
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Stock market reclaims February record peak. How the fundamentals and technicals look now vs. then
Just as they say you never step into the same river twice, the view from a given summit is never quite the same upon a second visit. The S & P 500 has fully scaled its way to its first record high in more than four months on Friday, recovering what was at the intraday […]
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U.S. is still ‘exceptional’ despite rest of world outperformance this year, Apollo’s Marc Rowan says
The U.S. stock market is underperforming the rest of the world this year but that doesn’t mean American exceptionalism is dead, according to Apollo Global CEO Marc Rowan. The S & P 500 is a little more than 4% higher in 2025, underperforming other overseas markets that have surged this year as investors diversifed away […]
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