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AVGO NVDA AMZN QQQ
  • News
    CNBC 2H AGO

    Nvidia CEO Jensen Huang: AI is going to fundamentally change how we compute everything

    NVDA FINscore: +5 5.2 %
    AMD FINscore: +2 4.3 %
    BBAI FINscore: -1 -0.3 %
    Reuters 55 MIN AGO

    AMD forecasts first-quarter revenue above estimates

    ↳ Read More: 4 related updates
  • News
    Bloomberg 1.5H AGO

    How the Debt Problem is Fueling the Gold Market

    FEGIX FINscore: +3 2.4 %
    USAU FINscore: +3 3.8 %
Reasoning

Impact, Explained

AAPL
FinScore: 0

Broad corporate margin expansion theme provides modest tailwind for mega-cap tech; Apple benefits from sector sentiment around cost efficiency.

INTC FinScore: -2

Intel faces competitive pressure as AMD's CEO highlights accelerating AI demand and data center strength; reinforces AMD's market share gains in the data center segment.

GOOGL FinScore: +4

Alphabet identified as one of four tech giants with AI spending rivaling historic U.S. capital efforts; validates massive AI investment strategy and positions company for long-term growth leadership.

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Tesla Inc.

TSLA • NASDAQ

Notification Thresholds (%)

-10 -5 0 +5 +10

Meta Platforms, Inc.

META • NASDAQ

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ORCL • -1 FinScore
Barrons • 08:08

Oracle to Raise up to $50 Billion. Why the Debt Will Test the AI Trade.

Oracle plans to raise between $45 billion and $50 billion this year as it looks to fund its huge bet on cloud computing.

NFLX • -2 FinScore
Reuters • 20:09

Netflix co-CEO faces grilling by US Senate panel over Warner Bros deal

Netflix Co-Chief Executive Officer Ted Sarandos faces a grilling in the U.S. Senate on Tuesday at a hearing over how his company's proposed $82.7 billion acquisition of Warner Bros Discovery will affect competition in the streaming entertainment industry.

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