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GuruFocus.com: Dive into stock insights, advanced screeners, latest charts, insider trades, guru analyses, and essential value investing tools.
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News
AI Executives Call for Caution, Impact on SMCI and Chip Stocks
1+ day, 1+ hour ago (202+ words) On September 13, 2026, market observers noted that recent calls from AI executives to slow technological advancements may temporarily pressure chip manufacturers and supply chain stocks, including Super Micro Computer Inc SMCI +7.28% 85. However, with strong spending on computational infrastructure, the long-term impact…...
Market Today: Stocks Slide, Oracle Surges, Ford Invests $1B in K
3+ day, 18+ hour ago (653+ words) GuruFocus Market Today: Stocks Slide, Oracle Surges, Ford Invests $1B in Kentucky Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief. Murray Stahl has made the following transactions: - Stocks retreat on inflation and oil surge: U.S. equities…...
Brent Crude Hits $100 Amid Rising Fed Rate Expectations
5+ day, 29+ min ago (189+ words) Overall, Tesla's strengths lie in its financial strength and growth potential, which are critical for sustaining its market position. However, the valuation and momentum ranks suggest that investors should approach with caution, given the current overvaluation and potential volatility in…...
First Look: Oil Tops $100, AI Advances, and Airline Disruptions
5+ day, 4+ hour ago (633+ words) GuruFocus First Look: Oil Tops $100, AI Advances, and Airline Disruptions Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief. - U.S. accuses Chinese AI firms of model copying: U.S. agencies allege that Chinese AI developers, including DeepSeek and…...
MSFT Looks 14.3% Undervalued on GF Value™ as AI Safety Concerns
6+ day, 2+ hour ago (184+ words) On September 08, 2026, OpenAI’s Chief Scientist Jakub Pachocki sounded the alarm on the rapid evolution of reasoning models in artificial intelligence, highlighting risks that could impact companies deeply involved in AI development, including Microsoft Corp (NASDAQ: MSFT). The GF Score™ is…...
Emerging Markets Rally as Tech Stocks Surge Amid AI Optimism
1+ week, 11+ hour ago (331+ words) On September 06, 2026, emerging markets experienced a notable boost, largely driven by positive expectations surrounding new artificial intelligence models. The MSCI Emerging Markets Index rose by up to 1.4%, reaching its highest level since June 26. In this context, Super Micro Computer Inc…...
Japanese and Korean Stocks Surge Amid AI Chip Demand
1+ week, 14+ hour ago (280+ words) While the GF Value™ for SMCI is calculated at $82.29, indicating a potential undervaluation of 51.9% against the current price of $39.59, this figure should be viewed as a directional warning rather than a precise target, particularly for a company that is currently…...
Weekend Morning Brew: Nvidia Acquires Hugging Face Amid Market V
1+ week, 2+ day ago (377+ words) GuruFocus Weekend Morning Brew: Nvidia Acquires Hugging Face Amid Market Volatility - During the week, 918 stocks gained more than 8%, while 2,077 stocks had a decline, including 1,070 that fell more than 8%, reflecting negative market sentiment. - The overall market breadth was slightly tilted towards…...
Market Today: Nvidia Buys Hugging Face, Tesla Drops on Cybercab
1+ week, 2+ day ago (466+ words) Probe GuruFocus Market Today: Nvidia Buys Hugging Face, Tesla Drops on Cybercab Probe Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief. Murray Stahl has made the following transactions: - US jobs surge in August: The…...
Micron's AI Memory Boom Just Ran Into a Labor Risk
1+ week, 5+ day ago (183+ words) In Taiwan, unions at Micron Technology Inc. (MU, Financials) are seeking a bigger share of profits and heftier bonuses, threatening possible labor disruption. Local media reports quoted by Seeking Alpha say the unions represent over 10,000 employees. Timing is everything for…...