Nov 17, 2025 • Benzinga
NEUTRAL
Micron, Nvidia, Apple Among Q3's 'Hot List' As Hedge Funds Load Up On Tech All Over Again - ASML Holding ( NASDAQ:ASML )
If you want to know where hedge funds pointed their biggest third-quarter bets within the tech sector, the 13F Heat Map just handed over a cheat sheet - and it's basically a semiconductor roll call.
Nov 17, 2025 • Zacks Commentary
NEUTRAL
Stock Market News for Nov 17, 2025
U.S. stocks ended mixed on Friday, with the Nasdaq ending higher after tech stocks tried to stage a rebound from the previous session's losses, while investors worried that the Federal Reserve may not go for another interest rate cut in December.
Nov 17, 2025 • Motley Fool
SOMEWHAT-BULLISH
Should You Buy the Dip in AI Stocks? Dan Ives Thinks So.
It's important to consider your own investment strategy before making any decisions.
Nov 17, 2025 • Benzinga
NEUTRAL
Steve Eisman Disagrees With Michael Burry On AI Depreciation Math: 'Don't Think His Concerns Matter That Much' - Meta Platforms ( NASDAQ:META ) , NVIDIA ( NASDAQ:NVDA )
Investor Steve Eisman pushed back against Michael Burry's warning about how major technology companies are accounting for their AI infrastructure spending, saying that he does not believe the issue is as consequential as the famed hedge fund manager suggests.
Nov 17, 2025 • Motley Fool
NEUTRAL
Billionaire David Tepper Just Sold Out of Intel and Piled Into This Consumer Goods Giant That's Been Hit By Tariffs
David Tepper cashed in some tech bets and put his chips on a high-risk bet on a housing recovery.
Nov 16, 2025 • Benzinga
NEUTRAL
Oracle's AI Strategy Shake-Up Sparks Market Jitters As Shares Plunge 25% - Oracle ( NYSE:ORCL )
Oracle Corporation ( NYSE:ORCL ) has seen a significant market reaction following its bold shift towards artificial intelligence ( AI ) , resulting in a 25% drop in shares over the past month. What Happened: Oracle's ambitious entry into the AI sector, fueled by substantial borrowing, has ...