News
Important Only
Can Oracle Deliver on Its OpenAI Bet? Moody’s Turns Skeptical Over All-In Cloud Gamble
TradingKey - The volatility of Oracle's stock price reflects investor concerns about the actual feasibility of fulfilling the contract, including Oracle’s capacity to deliver and OpenAI’s ability to pay.
TradingKey
Fri, Sep 19
Nvidia Scoops Up Enfabrica Team for $900M as AI Talent War Heats Up
TradingKey - According to sources familiar with the matter, Nvidia has spent over $900 million to successfully acquire the core team of AI hardware startup Enfabrica, including its CEO Rochan Sankar, and obtained licensing rights to the company's key technologies.
TradingKey
Fri, Sep 19
BOJ Holds Rates Steady, Surprises with ETF Sell-Off: Is a Rate Hike Looming?
TradingKey - On Friday, the Bank of Japan (BOJ) announced it would keep interest rates unchanged, yet unexpectedly initiated a reduction in its holdings of ETFs (Exchange Traded Funds) and J-REITs (Japanese Real Estate Investment Trusts).TradingKey
Fri, Sep 19
Caught Between GPU and CPU, Is AMD the Big Loser in Nvidia-Intel Alliance?
TradingKey - After Nvidia’s announcement of a $5 billion investment in Intel and a strategic chip development partnership, AMD saw its stock drop more than 5% in early Thursday trading, as investors worried that a powerful alliance between its top rivals — Nvidia in GPUs and Intel in CPUs — could
TradingKey
Fri, Sep 19
BOJ to unwind ETF holdings as split board signals hawkish shift
BOJ keeps short-term policy rate steady at 0.5%Two board members proposed unsuccessfully to hike to 0.75%BOJ decides to start selling ETFs, REITs in marketYen rallies, stocks turn negative after decisionUeda says want to scrutinise more data, see downside risksBy Leika Kihara and Makiko Yamazaki ...Reuters
Fri, Sep 19
Chrome Is Changing! Your Browser Is Quietly Becoming an AI Assistant
TradingKey - Tech giant Google is deeply integrating its in-house large language model, Gemini, into Chrome — the world’s most widely used web browser — and rolling out the feature to users across Mac, Windows, and mobile devices in the U.S. with English support. The update will also bring Gemini na
TradingKey
Fri, Sep 19
Ford recalls nearly 102,000 vehicles over risk of door trim detachment, NHTSA says
Sept 19 (Reuters) - Ford Motor F.N is recalling 101,944 Taurus sedans in the United States due to a defect that could cause door trim to detach while driving, the National Highway Traffic Safety Administration said on Friday.Reuters
Fri, Sep 19
Nvidia-Intel Partnership: A Potential Shake-Up in the Chip Industry While TSMC Holds its Ground
TradingKey - Semiconductor giant Nvidia has made a splash by investing $5 billion to acquire a stake in its former rival Intel, becoming one of its largest shareholders, and announcing a major collaboration on chip development. Analysts are weighing in on whether the Nvidia-Intel alliance could impa
TradingKey
Fri, Sep 19
Trump says US seeks control of Afghanistan's Bagram air base given up in withdrawal
LONDON, Sept 18 (Reuters) - The United States seeks to regain control of Bagram air base in Afghanistan, President Donald Trump said on Thursday during a press conference with British Prime Minister Keir Starmer, but an Afghan official dismissed the need for any U.S. presence.The historic Soviet-bui...Reuters
Fri, Sep 19
Nvidia's $5B Stake Fails to Mask Intel Foundry Woes: Is a Spin-Off the Only Way Out?
TradingKey - Thursday, chip giant Nvidia announced a $5 billion investment in rival Intel. However, this seemingly positive agreement deliberately sidesteps Intel's most pressing core issue — its deeply troubled chip foundry manufacturing business (IFS).TradingKey
Fri, Sep 19
The Biggest September “Triple Witching Day” Arrives — Will It Trigger a Sell-Off or Break the September Effect?
TradingKey - Ahead of this Friday’s much-feared “Triple Witching Day”, the S&P 500, Nasdaq 100, Dow Jones Industrial Average, and Russell 2000 all hit new all-time highs — the first time in nearly four years that all four indices have simultaneously reached record levels. With Fed rate cut
TradingKey
Fri, Sep 19
PRECIOUS-Gold flat as investors await more Fed cues after heavy cenbank week
Gold hit record high of $3,707.40/oz on WednesdaySpot gold may fall into $3,596 to $3,617 range - technicalsPalladium on track for a weekly dipBy Brijesh Patel Sept 19 (Reuters) - Gold prices were flat on Friday as markets awaited more cues on the U.S. policy path after the Federal Reserve...Reuters
Fri, Sep 19
Asia shares set for weekly gains, Nikkei retreats as BOJ leans hawkish
SYDNEY, Sept 19 (Reuters) - Asian shares were headed for weekly gains on Friday on hopes of further rate cuts around the world, while the Nikkei retreated from record highs after the Bank of Japan flagged a further unwinding of its massive stimulus policies.Reuters
Fri, Sep 19
Japan's Nikkei flips to losses, yen firms as BOJ holds rates in split decision
TOKYO, Sept 19 (Reuters) - Japan's Nikkei share average turned negative on Friday, while the yen firmed, after the Bank of Japan (BOJ) kept interest rates steady as expected, but in a split decision, with two of the nine board members voting in favour of a hike.Reuters
Fri, Sep 19
BOJ keeps interest rates steady, decides to start selling ETFs
TOKYO, Sept 19 (Reuters) - The Bank of Japan kept interest rates steady on Friday, but decided to start selling its holdings of exchange-traded funds (ETF) and real-estate investment trusts (REIT).As widely expected, the central bank maintained short-term interest rates at 0.5% at the two-day policyReuters
Fri, Sep 19
Panasonic aims to develop groundbreaking EV battery in about two years
Anode-free technology could boost EV battery capacityPotential 90-mile increase in range of Tesla Model YPanasonic also aims to reduce the amount of nickel requiredBy Norihiko Shirouzu Sept 18 (Reuters) - Panasonic 6752.T aims to develop a new type of higher-capacity battery in about two years, p...Reuters
Fri, Sep 19
