timef 11/12/2025

Many of AMD's hyperscaler customers have beefed up spending as AI reaches an "inflection point" and companies can see the return on that spending, Su added.

Anthropic rival OpenAI has secured more than $1.4 trillion worth of deals with Nvidia, Broadcom, Oracle, and the major cloud providers.

The Oaktree Capital co-founder examined the recent credit market upheaval in his latest client memo.

Homebuyer demand for mortgages rose last week to the highest level since September, even though interest rates also rose. Refinance demand, however, dropped.

The Autumn Budget on Nov.26 could prove pivotal, or politically fatal, for the PM.

India's consumer inflation cooled to 0.25% in October, strengthening hopes of more policy easing by the Reserve Bank of India.

Two European pioneers of the modern wind power industry have issued a warning over the Trump administration's clean energy cutbacks.

What a trip to Chinese electric car company Xpeng's new headquarters shows about how the automaker's international ambitions.

SoftBank is selling its entire stake in Nvidia — but not for the reasons you might think.

Singapore DPM Gan Kim Yong said if the EU and ASEAN can come together to discuss a digital economic agreement, it would be a "major breakthrough."

Foxconn, the world's largest contract electronics maker, reported Wednesday that its third-quarter profit jumped 17% from a year earlier.

European stocks are seen opening broadly higher on Wednesday, maintaining positive momentum seen earlier this week.

American investors signal they welcome ramping up in AI investment. British investors, by contrast, tend to be wary of anything that smacks of "jam tomorrow."

SoftBank is selling its entire stake in Nvidia — but not for the reasons you might think.

SoftBank Group shares fell as much as 10% Wednesday after the conglomerate revealed it had offloaded its entire stake in U.S. chip giant Nvidia.

Even as a U.S.–China trade truce appears to be holding, analysts caution that the détente remains fragile in a rivalry increasingly defined by strategic competition.

Asia-Pacific markets was set to climb Wednesday, after Wall Street traded mixed on hopes of the U.S. government shutdown ending and a pullback in AI stocks.

Su said that AMD could be able to achieve "double-digit" share in the data center AI chip market over the next three to five years.

CNBC's Jim Cramer noted data center delays at sites in Texas, Oklahoma and North Carolina tied to Core Scientific.

Rocket Lab said its has 49 rocket launches on contract and 17 of those deals were signed during the third quarter.