Large cap News

These stocks are present in Goldman’s “Hedge Fund VIP” list as well as its “Mutual Fund Overweight basket.”

According to Salesforce, Thanksgiving accounted for $35.6 billion in digital sales around the world, up 6% year-over-year.

BMNR’s stock gained more than 8% on Friday with retail sentiment on Stocktwits in ‘extremely bullish’ territory.

The lowest-end M processor primarily powers Apple’s MacBook Air and iPad Pro.

In a 2019 email, Burry urged the company to announce a share buyback program, given his estimate of the cash the company had.

Circle completed two large USDC mints totaling $500 million on the Solana network, according to Arkham Intelligence data.

The union stated that more than 2,500 baristas have now joined its strike over unfair labor practices, adding that the current protest is the longest one in Starbucks’ history.

According to Salesforce data, the firm expects total digital sales on Thanksgiving to reach $36 billion globally and $8.6 billion in the U.S.

Dow Jones futures were up by 0.11% before the halt, and the S&P 500 futures rose 0.1%.

Meta, despite its concerted efforts to deploy AI across services and hardware products, may not have gotten a head start with its latest AI Glass offerings.

The megacap rout seen for much of November stalled this week as traders went bargain-hunting, pinning their hopes on the positive impact of a potential December Fed rate cut.

Morgan Stanley estimates that Broadcom produced about 1.8 million TPUs for Google in 2025.

YT Jia said Faraday Future is ready to integrate fully with Tesla’s Supercharger network and adopt FSD across its vehicles.

Pricing updates for major therapies from Novo Nordisk, Teva, AbbVie, and others eased sector worries.

Apple has been locked in an antitrust battle with companies such as Match in India regarding alleged “abusive conduct” on the App Store.

After striking multiple partnerships this month, ServiceNow could be on the cusp of buying an AI startup.

Zscaler stock slumped to its worst day in more than a year despite a beat-and-raise quarter.

Netflix’s “Stranger Things” series has already generated at least $1 billion in revenue for the streaming giant since 2020, according to a report.

JPMorgan said the implied net impact aligns with recent commentary from Novo Nordisk, Teva and AbbVie during earnings season.

Tao pushed back against reports claiming Tesla was phasing out China-made parts for its U.S. factories.

According to a Bloomberg News report, citing people familiar with the matter, Blackstone is likely to announce the purchase of MacLean from Centerbridge Partners as soon as next week.

Counterpoint Research said global smartphone shipments are projected to rise 3.3% year over year in 2025, driven primarily by Apple's strong performance.

Deere & Co. posted a better-than-expected fourth-quarter print but a subdued fiscal 2026 outlook.

Analyst James Schneider pointed to accelerating AI demand, especially from major clients such as Google and OpenAI.

The TikTok-owned company stockpiled GPUs to prepare for potential U.S. supply restrictions.

Deutsche Bank maintained a ‘Buy’ rating on Oracle and a $375 price target, according to TheFly.

Dow Jones futures were up by 0.17% at the time of writing, and the S&P 500 futures rose 0.32%.

Ives noted that Google's TPU chips, along with its key partner Broadcom, are gaining some clear momentum in the AI market.

AMD makes Graphics Processing Units, and Google’s Tensor Processing Units could eat into the former’s market share.

According to Koyfin, the average analysts’ price target for Workday stock is $281.44, implying roughly 20% upside from current levels.

A 71% year-to-date surge has pushed Google’s founders into the global wealth elite and put Alphabet within striking distance of a historic market cap milestone.

More gains could be in the offing for Apple stock after it scaled new peaks this week, with macroeconomic fundamentals and market seasonality providing a potential lift.

The move sets up a new Latin America clash with Tesla, which just opened Model Y orders in the country.

Nvidia stock is down about 12% this month as AI chip competition and skeptical comments regarding the company’s accounting practices weighed it down.

Musk’s pledge follows rider complaints about long waits and limited availability in Tesla’s supervised Austin robotaxi pilot.

ARR, a key metric for software companies that shows predictable subscription revenue over the next year, climbed 26% YoY to $3.20 billion.

Retail traders turned upbeat about Nutanix, focusing on stronger bookings and accelerating ARR growth.

ACA premiums are projected to more than double next year, with broad voter support for an extension.

Dell’s AI server orders were at a record $12.3 billion in Q3, and it continues to see increasing momentum, while HP is striving to make headway with its AI efforts.

Last week, Google took the wraps off its latest AI model, Gemini 3, adding to the growing optimism about the search giant’s AI prowess.

The cumulative valuation of the 32 teams in the NHL stands at $70.4 billion, based on an average valuation of $2.2 billion per team.

In a post on X, Nvidia touted itself as the only platform capable of running all major AI models across environments.

Nvidia’s stock tumbled over 4% on Tuesday afternoon following a report that Meta Platforms Inc. (META) is exploring the use of Google’s Tensor Processing Units (TPUs) for its data centers in 2027.

Black said EVs and unsupervised autonomous driving technology are “table stakes” for automakers to remain in business.

In an interview with CNBC, the U.S. Treasury Secretary said President Trump and Xi Jinping have four planned meetings in 2026.

Siegel stated in his latest weekly update that the slump in Nvidia stock, despite strong third-quarter results, suggests the decline is driven more by other factors than by the company’s results.

According to a Bloomberg report, TSMC lodged a complaint on November 25 in Taiwan’s Intellectual Property and Commercial Court, accusing its ex–senior vice president of violating a non-compete agreement.

The list spans hyperscale cloud leaders, semiconductor innovators, and cybersecurity specialists.

While Dow Jones futures were down by 0.17% at the time of writing, the S&P 500 futures fell 0.22%.

CEO Eddie Wu said Cloud Intelligence Group's revenue rose 34% in the quarter ended September 30.