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News

@gurufocus
gurufocus.com > news > 9078717 > ai-executives-call-for-caution-impact-on-smci-and-chip-stocks

AI Executives Call for Caution, Impact on SMCI and Chip Stocks

28+ min ago   (202+ words) On September 13, 2026, market observers noted that recent calls from AI executives to slow technological advancements may temporarily pressure chip manufacturers and supply chain stocks, including Super Micro Computer Inc SMCI +7.28% 85. However, with strong spending on computational infrastructure, the long-term impact…...

@gurufocus
gurufocus.com > news > 9076604 > openai-launches-chatgpt-for-financial-services-to-streamline-wall-street-operations

OpenAI Launches ChatGPT for Financial Services to Streamline Wal

2+ day, 12+ hour ago   (220+ words) On September 10, 2026, OpenAI announced the launch of "ChatGPT for Financial Services," a new platform designed to enhance productivity in the financial sector. Morgan Stanley MS is among the design partners for this innovative tool, which leverages the advanced GPT-6 Astra…...

@gurufocus
gurufocus.com > news > 9075677 > deepseek-just-made-a-move-that-could-rattle-americas-biggest-ai-players

DeepSeek Just Made a Move That Could Rattle America's Biggest AI

2+ day, 15+ hour ago   (228+ words) Chinese AI firm Hangzhou DeepSeek Artificial Intelligence Co., which has been constructing lower-cost open models, is providing U.S. rivals with another uncomfortable yardstick. Its new V4.1-Flash model is designed to achieve more with less. DeepSeek claims that its 552 billion-parameter model activates…...

@gurufocus
gurufocus.com > news > 9076179 > market-today-stocks-slide-oracle-surges-ford-invests-1b-in-kentucky

Market Today: Stocks Slide, Oracle Surges, Ford Invests $1B in K

2+ day, 17+ hour ago   (653+ words) GuruFocus Market Today: Stocks Slide, Oracle Surges, Ford Invests $1B in Kentucky Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief. Murray Stahl has made the following transactions: - Stocks retreat on inflation and oil surge: U.S. equities…...

@gurufocus
gurufocus.com > news > 9075767 > michael-burry-makes-surprising-nvidia-palantir-move

Michael Burry Makes Surprising Nvidia, Palantir Move

2+ day, 20+ hour ago   (327+ words) Michael Burry is scaling back his market exposure and raising cash ahead of what the “Big Short” investor expects to be an eventful period for stocks this fall. Burry said Wednesday that he reduced every position in his portfolio during…...

@gurufocus
gurufocus.com > news > 9075783 > nvda-looks-433-undervalued-on-gf-value-as-ai-growth-fuels-optimism

NVDA Looks 43.3% Undervalued on GF Value™ as AI Growth Fuels Opt

2+ day, 20+ hour ago   (148+ words) The GF Score™ is a composite measure designed to assess a company’s overall quality by evaluating financial strength, profitability, growth, valuation, and momentum. Nvidia’s impressive GF Score™ of 96 out of 100 signals a company with outstanding fundamentals and operational excellence. The…...

@gurufocus
gurufocus.com > news > 9075678 > google-just-made-a-massive-ai-bet-wall-street-may-be-missing

Google Just Made a Massive AI Bet Wall Street May Be Missing

2+ day, 21+ hour ago   (209+ words) Alphabet Inc. (GOOGL, Financials), the parent company of Google and one of the largest cloud and AI providers, is taking its infrastructure deeper into university research. Google Public Sector is partnering with Morgan State University to build an AI-focused research…...

Google News
gurufocus.com > news > 9075186 > amazon-just-made-its-biggest-chatgpt-bet-yet

Amazon Just Made Its Biggest ChatGPT Bet Yet

3+ day, 12+ min ago   (224+ words) Amazon.com Inc. (AMZN, Financials), the e-commerce and cloud computing company, is opening a door to ChatGPT that it had mostly kept closed. Amazon will let select U.S. brands that use its advertising platform extend their campaigns into ChatGPT. That is…...

@gurufocus
gurufocus.com > news > 9074751 > openai-shifts-advertising-strategy-impacting-competitors-like-adobe

OpenAI Shifts Advertising Strategy, Impacting Competitors Like A

3+ day, 4+ hour ago   (240+ words) Additionally, Adobe's P/E (TTM) ratio is currently 14.58, which is considerably lower than its 5-year median P/E of 37.56. This discrepancy suggests that the stock may be undervalued relative to its historical performance, further supporting the notion that there is…...

@gurufocus
gurufocus.com > news > 9075017 > amazon-expands-satellite-launch-orders-with-arianespace

Amazon Expands Satellite Launch Orders with Arianespace

3+ day, 2+ hour ago   (333+ words) Super Micro Computer Inc SMCI operates in the technology sector, specializing in high-performance server technology services for cloud computing, data centers, and high-performance computing markets. With a market capitalization of approximately $25.58 billion, SMCI is well-positioned in a rapidly evolving industry,…...