Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 69% of retail investor accounts lose money when spread betting and/or trading CFDs with this provider. You should consider whether you understand how spread bets and CFDs work and whether you can afford to take the high risk of losing your money

69% of retail investor accounts lose money when spread betting and/or trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.

Two AI Start-ups to Watch in 2025
  • Updates
  • Artificial intelligence
  • Semiconductors

7 Top Stories

Two AI Start-ups to Watch in 2025

Backed by the likes of Nvidia and AMD, these two firms are both well-financed and moving to challenge incumbents.

19 Dec 2024

News
Who is Nvidia’s Biggest Customer?
  • Updates
  • Artificial intelligence
  • Semiconductors
  • E-commerce
  • Cyber security

7 Top Stories

Who is Nvidia’s Biggest Customer?

The answer may not surprise you: Microsoft has bought 485,000 Hopper GPUs this year — double the orders of Meta, Nvidia’s next-biggest client.

19 Dec 2024

Can OpenAI Beat Google on Search?
  • Updates
  • Electric vehicles
  • Artificial intelligence
  • Semiconductors
  • E-commerce

7 Top Stories

Can OpenAI Beat Google on Search?

Microsoft-backed OpenAI is expanding ChatGPT Search to all users this week, intensifying its competition with Alphabet’s Google.

18 Dec 2024

Top Tech Stock Picks for 2025
  • Updates
  • Artificial intelligence
  • Semiconductors
  • Electric vehicles
  • SaaS

7 Top Stories

Top Tech Stock Picks for 2025

Investment firm William Blair has named its top tech tips for the coming year, all chosen for their strong growth potential.

16 Dec 2024

  • Updates
  • Artificial intelligence
  • Semiconductors
  • Biotechnology
  • SaaS

7 Top Stories

Nasdaq Hits New High. How?

  • Updates
  • Artificial intelligence
  • Semiconductors
  • SaaS

7 Top Stories

Quantum: Worth $30bn by 2035?

  • Updates
  • Electric vehicles
  • Artificial intelligence
  • Semiconductors
  • Biotechnology
  • E-commerce

7 Top Stories

Is Europe’s EV Battery Drive “Failing”?

  • Updates
  • Artificial intelligence
  • Semiconductors
  • E-commerce
  • Biotechnology
  • China tech

7 Top Stories

Deutsche’s Chip Picks for 2025

Features
TER Stock: AI and Robotics Partnerships Boost the Teradyne Share Price
  • Industry spotlight
  • Artificial intelligence
  • Semiconductors

TER Stock: AI and Robotics Partnerships Boost the Teradyne Share Price

As the appetite for AI chips grows, testing equipment makers like Teradyne play a key role in market supply. Teradyne’s mid-term projections are causing analysts to identify it as a stock to watch.

23 Oct 2024

SIRI Stock: Why Did Warren Buffett Buy SiriusXM?
  • Industry spotlight
  • Streaming

SIRI Stock: Why Did Warren Buffett Buy SiriusXM?

The SiriusXM shares have been under pressure in 2024 amid struggles with revenue and subscriber growth. However, news that Warren Buffett has upped his stake could boost SIRI stock’s investment case.

22 Oct 2024

SWKS Stock: Have Headwinds Made Skyworks a Buying Opportunity?
  • Industry spotlight
  • Artificial intelligence
  • Semiconductors

SWKS Stock: Have Headwinds Made Skyworks a Buying Opportunity?

Skyworks stock took a hit when its largest customer, Apple, was the subject of a bearish analyst research note. But could this present an opportunity for investors?

14 Oct 2024

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Knowledge

Julian Brigden

Episode #234

  • Tricks
  • Podcast

OPTO Sessions

Reality Check: MI2 Co-Founder Julian Brigden on the US Economy

Nitesh Sharan

Episode #233

  • Tricks
  • Podcast
  • Artificial intelligence

OPTO Sessions

Talking Business: SoundHound’s CFO on the Three Pillars of Voice AI

Nitesh Sharan, CFO of SoundHound, explains the company’s business model and prospects on OPTO Sessions.

18 Oct 2024

Marc Stapley

Episode #232

  • Tricks
  • Podcast
  • Artificial intelligence
  • Biotechnology

OPTO Sessions

The Care Continuum: Veracyte’s CEO on its Diagnostic Strategy

Marc Stapley, CEO at Veracyte, discusses the company’s molecular diagnostics strategy and acquisition of C2i on OPTO Sessions.

26 Sep 2024

Phong Le

Episode #231

  • Tricks
  • Podcast
  • Blockchain
  • Fintech

OPTO Sessions

MicroStrategy CEO Phong Le on Bitcoin and Business Intelligence

Phong Le, President and CEO of MicroStrategy, discusses the company’s bitcoin strategy with OPTO Sessions.

16 Sep 2024

Yuri Khodjamirian

Episode #230

  • Tricks
  • Podcast
  • Digital transformation
  • Biotechnology
  • Fintech

OPTO Sessions

The Rewards of Reshoring: the CIO of Tema ETFs Joins OPTO Sessions

Yuri Khodjamirian, Chief Investment Officer at Tema ETFs, discusses US reshoring on OPTO Sessions.

09 Sep 2024

Jens Nordvig

Episode #229

  • Tricks
  • Podcast
  • Artificial intelligence
  • Digital transformation
  • Fintech

OPTO Sessions

What a Trump Presidency Could Mean for the Dollar

Jens Nordvig, Co-founder and CEO of MarketReader, joins OPTO Sessions to discuss how the dollar might react during a second Trump term, the rise of ‘Trump Trades’, and the wider picture on inflation.

02 Aug 2024

Vijay Karunamurthy

Episode #228

  • Tricks
  • Podcast
  • Autonomous vehicles
  • Artificial intelligence
  • Digital transformation

OPTO Sessions

Scale AI’s CTO on Building ‘Trustworthy’ AI from a Data-Centric Engine

Vijay Karunamurthy, Field Chief Technology Officer at Scale AI, talks through ‘data-centric’ AI and what investors should know.

25 Jul 2024

Michael Gayed

Episode #227

  • Tricks
  • Podcast
  • Digital transformation
  • Semiconductors
  • Artificial intelligence
  • China tech
  • India tech

OPTO Sessions

Trump vs Biden: What's Next for the S&P 500 and Nvidia’s Rally?

Michael Gayed, author of The Lead-Lag Report, explains why he believes Nvidia’s stock market rally could be over.

18 Jul 2024

Doomberg

Episode #226

  • Tricks
  • Podcast
  • Clean energy
  • Solar
  • Hydrogen

OPTO Sessions

Nuclear is Better than Solar: Doomberg Joins OPTO Sessions

Doomberg, a financial Substack with over 237,000 subscribers, explains the big problem with solar, and why hydrogen could be a better investment bet.

11 Jul 2024

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Analysis
  • Stock watch
  • Semiconductors

VRT Stock: Why Did Dalio Up his Vertiv Stake by 590%?

  • Stock watch
  • E-commerce
  • SaaS

SHOP Stock: What Does Cathie Wood See in Shopify?

  • Stock watch
  • Artificial intelligence
  • SaaS

WDAY Stock: Will Workday Sink or Swim in the S&P 500?

  • Stock watch
  • Artificial intelligence
  • Semiconductors
  • Biotechnology

Big Biotech Bet: Unpacking Ken Griffin’s Q3 Moves

  • Stock watch
  • Electric vehicles
  • Autonomous vehicles
  • Clean energy

ACHR Stock: Archer Aims for the Sky

  • Stock watch
  • E-commerce

SE Stock: Buoyed by Shopee Profit, Sea is up 200%

  • Stock watch
  • China tech
  • Biotechnology
  • Fintech

Bullish China Shopping: What Stocks Did Michael Burry Buy in Q3?

  • Stock watch
  • SaaS
  • Cyber security

CRWD Stock: Is CrowdStrike Out of the Doghouse?