onNovember 10, 2025

Nvidia’s Jensen Huang wants wants a lot more production from Taiwan Semi. Here’s what that means for the AI story.

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Shares of Taiwan Semi are climbing as tech stock rise and customer Nvidia is apparently demanding lots more of its wafers.

onNovember 10, 2025

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Goldman Sachs insists AI is not a bubble yet, stocks still have room to run

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Wells Fargo Investment Institute has taken a step back on tech stocks after a strong run since April. They have better ideas on where to put…

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onNovember 11, 2025

Michael Burry, the hedge-fund manager of “The Big Short” fame who is betting against two of the stock market’s favorite AI plays, is back with…

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onNovember 11, 2025

Has China Become The New Risk-Free Rate? Authored by Charles de Quinsonas via BondVigilantes.com, On 5th November China issued $4 billion…