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or Nvidia: One AI Stock Is Poised to Outperform, the Other Is Harder to Call, Says Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=2671266612","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671266612?lang=en_us&edition=fundamental","pubTime":"2026-09-29 08:13","pubTimestamp":1790640791,"startTime":"0","endTime":"0","summary":"The AI boom has treated Micron (NASDAQ:MU) and Nvidia (NASDAQ:NVDA) quite well, although their gains this year have been anything but comparable. 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Options","url":"https://stock-news.laohu8.com/highlight/detail?id=2671265802","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671265802?lang=en_us&edition=fundamental","pubTime":"2026-09-29 07:18","pubTimestamp":1790637523,"startTime":"0","endTime":"0","summary":"Michael Burry is moving up the timeline for his bearish thesis on the AI boom, switching from short positions to put options on key AI-related stocks, multiple outlets reported Monday, citing Burry's Monday investment newsletter.Burry said he wants more leverage given cheap options tied to low volatility measures like the VIX, adding that \"the bubble in AI may burst sooner than later,\" according to the reports.He swapped his Micron  short for June puts at a $500 strike price range, replaced his Nebius  short with June puts in the \"double digit strike price\" range, and shifted his SOXX ETF short to September 2027 puts in the \"low $400s,\" the reports said.He also enlarged his Palantir  put position centered at a September 2027 expiration in the \"low $100s.\"Burry cited Ares Management research on risks tied to unproven AI revenue and comments from Acer's CEO on the return of memory chip cyclicality, according to the 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Taps Australia's Firmus for AI Computing Capacity in Southeast Asia","url":"https://stock-news.laohu8.com/highlight/detail?id=2671826308","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671826308?lang=en_us&edition=fundamental","pubTime":"2026-09-29 07:08","pubTimestamp":1790636911,"startTime":"0","endTime":"0","summary":"Meta taps Australia's Firmus for AI computing capacity in Southeast AsiaSept 29 -Australia's Firmus said on Tuesday it had signed AI infrastructure agreements with Facebook parent Meta PlatformsMETA.Ofor graphics processing unit compute capacity at its data centre facilities in Southeast Asia.Here are some more details:Under the deal, Firmus will provide contracted capacity and expansion options built on Nvidia's full-stack DSX platform to support Meta's AI research, model development and training.Financial terms of the agreement were not disclosed.The deal builds on Meta's existing deployment of Nvidia GB300 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Invesco QQQ Trust I          QQQ    41,593,061    736.53    -7.97     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Inc. Stock Underperforms Monday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2671686622","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671686622?lang=en_us&edition=fundamental","pubTime":"2026-09-29 05:20","pubTimestamp":1790630400,"startTime":"0","endTime":"0","summary":"DJ C3.Ai Inc. Stock Underperforms Monday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of C3.ai Inc.  slipped 2.25% to $10.41 Monday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index  falling 0.77% to 7,683.69 and Dow Jones Industrial Average  falling 0.67% to 51,481.51.This was the stock's third consecutive day of losses.C3.ai Inc. closed 48.52% below its 52-week high of $20.22, which the company achieved on October 6th.The stock underperformed when compared to some of its competitors Monday, as Microsoft Corp.  fell 1.35% to $509.22, Alphabet Inc. Cl C  fell 0.56% to $339.16, and Alphabet Inc. Cl A  fell 0.34% to $342.75.Trading volume  remained 1.6 million below its 50-day average volume of 5.0 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 28, 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to Watch Recap: Intel, MongoDB, Nvidia, Meta","url":"https://stock-news.laohu8.com/highlight/detail?id=2671110250","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671110250?lang=en_us&edition=fundamental","pubTime":"2026-09-29 04:40","pubTimestamp":1790628000,"startTime":"0","endTime":"0","summary":"Boeing : Shares of the jet maker fell 6.9% after a Wall Street Journal article over the weekend said Boeing had identified a 737 MAX software glitch that could cause an automated navigation feature to fail.MongoDB : The document database company's CEO is leaving after less than a year to lead Meta Platforms' new business focused on selling artificial-intelligence tools to enterprise customers. MongoDB stock slumped 18%.Intel , Micron Technology : Chip stocks mostly fell and were some of the most actively traded shares, with Intel in the top five.Nvidia : The chip company bucked the trend among tech shares, rising 1.7% after its board authorized a $150 billion increase to its share repurchase program.Meta Platforms : The Facebook owner slipped 4.8%, after recent gains fueled by the popularity of its Muse AI agent.Oracle : Shares fell 3.3%, extending losses from last week, when cracks emerged in a huge, debt-fueled data-center project in New Mexico.Persimmon , Taylor Wimpey : In Europe, 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Corp. Stock Slides 5.7%, Underperforms Peers","url":"https://stock-news.laohu8.com/highlight/detail?id=2671505272","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671505272?lang=en_us&edition=fundamental","pubTime":"2026-09-29 04:33","pubTimestamp":1790627580,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of Intel Corp. slipped 5.7% to $116.03 on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index falling 0.8% to 7,683.69 and Dow Jones Industrial Average falling 0.7% to 51,481.51.This was the stock's second consecutive day of losses.Intel Corp. closed 18.5% below its 52-week high of $142.35, which the company reached on June 30th.The stock demonstrated a mixed performance when compared to some of its peers, as NVIDIA Corp. rose 1.7% to $228.86, Broadcom Inc. fell 0.9% to $349.57, and Qualcomm Inc. fell 7.17% to $187.48.Trading volume totaled 109.8 million, compared to the 50-day average of 109.6 million.Data source: Dow Jones Market Data, 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Street Ends Lower as Treasury Yields Surge at Start of the Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1112535187","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112535187?lang=en_us&edition=fundamental","pubTime":"2026-09-29 04:22","pubTimestamp":1790626970,"startTime":"0","endTime":"0","summary":"U.S. stocks fell on Monday, weighed down by a sharp jump in Treasury yields at the start of the week.The Dow Jones Industrial Average dropped about 347 points, or 0.67%. The S&P 500 slid 0.77%, 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Stocks Fall as Dow Drops Nearly 350 Points; AI Hardware Stocks Sold Off, Memory and Chip Shares Lead Losses; Nvidia Bucks Trend to Gain 1.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2671257793","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671257793?lang=en_us&edition=fundamental","pubTime":"2026-09-29 04:11","pubTimestamp":1790626302,"startTime":"0","endTime":"0","summary":"U.S. stocks fell across the board on Monday, weighed down by news of OpenAI slowing model training and a sharp rise in U.S. Treasury yields. AI hardware stocks faced a sell-off, with memory, chip, and optical communication stocks leading the 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