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This underdog stock may deliver Nvidia-level performance in 2026

Supermicro stock (NASDAQ: SMCI) has been an underdog in the server market for a long time. But, with the recent boom in the artificial intelligence space, SMCI has shifted into the heart of the AI supply chain, and if everything goes as expected, the company can generate Nvidia-level performance in 2026. Trading in the mid-$30s

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US midday market brief: market cools ahead of Fed decision, Nasdaq slips 0.1%, S&P 500 pulls back

US stocks pulled back on Monday as investors turned cautious ahead of the Fed rate-cut decision on Wednesday. The S&P 500 fell 0.3% and the Nasdaq slipped 0.1% ahead of the Federal Reserve’s final policy meeting of the year. The Dow Jones Industrial Average gave up 246 points (about 0.5%) by midday. The modest midday

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US may allow Nvidia H200 chip exports to China, report says

Amid an ongoing fierce rivalry over the artificial intelligence space, the United States is mulling over the idea of allowing Nvidia to sell its H200 AI GPUs to China. According to a new report from Semafor, the Commerce Department plans to greenlight the chip, which is roughly 18 months behind Nvidia’s cutting-edge models. The development

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3 big reasons Paramount suddenly looks like the smarter choice for WBD over Netflix

The battle for Warner Bros. Discovery (WBD) has turned into a high-stakes standoff, but what initially looked like a Netflix victory lap is quickly losing steam. While Netflix’s flashy offer grabbed headlines, Paramount Global’s hostile counter-bid is quietly emerging as the smarter option. For investors and insiders alike, the “boring” choice might just be the

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Tata Electronics partners with Intel to strengthen India’s semiconductor supply chain

Tata Electronics has identified Intel as a prospective customer as it accelerates efforts to build India’s domestic electronics and semiconductor ecosystem. The Mumbai-based Tata Group’s electronics division has signed a Memorandum of Understanding (MoU) with the American chip designer to explore manufacturing and packaging of Intel products for the Indian market at Tata’s upcoming semiconductor

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Morning brief: China criticises Japan on Taiwan; Trump approves Nvidia H200 chip sales to China

Asian markets opened Tuesday to a mix of geopolitical tensions, central bank decisions, and shifting expectations around US monetary policy. From China’s objections to Japan’s recent remarks on Taiwan, to the Reserve Bank of Australia’s decision to leave rates unchanged, and to investor caution ahead of the Federal Reserve’s upcoming move, the region’s sentiment remained

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India’s quick commerce bubble close to bursting, says Blinkit CEO

India’s fast-growing quick commerce industry is heading toward a major shakeout as funding pressures intensify and the limits of capital-driven expansion become clearer, according to Blinkit Chief Executive Officer Albinder Dhindsa. In a Bloomberg interview, Dhindsa warned that the business model underpinning rapid delivery platforms — one reliant on aggressive fundraising and steep losses —

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Qualcomm stock price is sending mixed signals: is it a good buy?

The Qualcomm stock price continued its recent rebound in the past few days as investors bought the recent dip. The QCOM stock was trading at $175, up by over 10% from its lowest level in November, giving it a market capitalization of over $187 billion. Qualcomm’s growth is continuing  The Qualcomm stock price has jumped

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Brussels launches new EU challenge to Google’s expanding AI influence

The European Commission has opened a new investigation into Google, turning its attention to how the company’s artificial intelligence services may affect competition across the digital economy. Regulators in Brussels want to understand whether Google has shaped the AI landscape in ways that make it harder for rivals to compete and whether publishers’ material is

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Swiggy launches $1.1B institutional sale at near IPO price after one year of listing

Indian food delivery platform Swiggy Ltd. has opened a major share sale to institutional investors, aiming to raise up to Rs 10,000 crore ($1.1 billion) as it strengthens its position in the rapidly expanding quick-commerce market. The move comes just a year after the company’s public market debut and reflects growing pressure on delivery firms

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