• AMZN
• BX
• MSFT
• TEF

Asterion agrees to sell data centre operator Nabiax to Aermont

Asterion and Telefonica are selling Nabiax, a Spanish data centre operator, to Aermont Capital. Nabiax, valued around €1 billion, boosts investment driven by AI demand.

• AAPL
• META
• MSFT

Web Summit kicks off in Lisbon as tech leaders weigh Trump’s return

The Web Summit in Lisbon will debate Trump's re-election implications, tech industry innovations, and social media regulations, featuring Ukrainian officials and major tech firms' executives.

• AMZN
• GOOGL
• MSFT

Thailand to pursue new policies to boost and protect digital economy

Thailand aims to boost its digital economy to 30% of GDP by 2030, enhance cybersecurity, support AI in agriculture, and attract global tech investments amid U.S.-China rivalry.

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• AMZN
• GOOG
• GOOGL
• META
• MSFT
• NVDA

Nvidia stock 'set up well to sustain its outperformance' says Goldman Sachs

Goldman Sachs maintains a Buy rating on Nvidia, anticipating strong AI-driven demand and growth, despite potential risks in the GPU market and supply chain.

• AAPL
• AMZN
• GOOG
• GOOGL
• INTC
• MSFT
• NDX
• PLTR
• TSLA
• US500

Analyst explains what likely Trump win means for Big Tech, AI and Tesla

• AMZN
• GOOGL
• META
• MSFT
• NVDA
• TSLA

Robot AI startup Physical Intelligence raises $400 million from Bezos, OpenAI

Physical Intelligence raised $400 million to develop versatile software for robots, aiming to make them adaptable, as major tech firms invest heavily in AI and robotics.

• AMD
• AMZN
• AVGO
• GOOG
• GOOGL
• META
• MSFT
• NVDA

Hyperscalers' massive 2025 capex hike for AI means big wins for NVIDIA

Hyperscalers like Alphabet, Microsoft, Amazon, and Meta project significant Capex increases to support AI growth, with Nvidia poised to dominate the AI accelerator market.

• AAPL
• META
• MSFT
• NVDA
• TSM

Market value of Nvidia and TSMC surges in October on strong AI chip demand

Nvidia's market value surged 9.3% in October, benefiting from high AI chip demand, while Apple's cap declined. Other companies faced drops amid rising AI costs and economic concerns.

• AAPL
• AMZN
• GOOG
• GOOGL
• MSFT
• NDX
• NVDA
• TSLA

Trump win would be net negative for Big Tech, says Wedbush

Markets are jittery before the US election, impacting Big Tech due to potential policy shifts, tariffs, and the influence of Lina Khan's position at the FTC.

• 1YMZ24
• AAPL
• DJI
• ESZ24
• FANG
• IXIC
• MSFT
• NQZ24
• PLTR
• US500
• VRTX

US stock futures fall as elections, Fed meeting approach

U.S. stock index futures fell ahead of a presidential election and Federal Reserve meeting, with mixed earnings from tech weighing on Wall Street's performance.