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Michael Burry says Nvidia rival is quietly getting serious

Michael Burry says Nvidia rival is quietly getting serious

Burry thinks Nvidia’s moat may face a tougher test
TheStreet TheStreet
Market pullback ahead? Dryden Pence says buy these stocks on a dip

Market pullback ahead? Dryden Pence says buy these stocks on a dip

Dryden Pence, CIO of Pence Capital Management explains why he sees a pullback ahead—revealing the stocks he’d add on a dip.
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Big Tech Companies to Invest $735 Billion in AI Data Centers by 2026, Benefiting Industrial Sector

Big Tech Companies to Invest $735 Billion in AI Data Centers by 2026, Benefiting Industrial Sector

Big Tech Companies to Invest $735 Billion in AI Data Centers by 2026, Benefiting Industrial Sector
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Billionaire Investor Bill Ackman Sells Alphabet Stake, Citing AI Competition and Regulatory Concerns

Billionaire Investor Bill Ackman Sells Alphabet Stake, Citing AI Competition and Regulatory Concerns

Billionaire Investor Bill Ackman Sells Alphabet Stake, Citing AI Competition and Regulatory Concerns
TheStreet TheStreet
Billionaire investor makes Amazon his biggest stock bet

Billionaire investor makes Amazon his biggest stock bet

A legendary value investor just made a massive bet on Big Tech.
Reuters Reuters
Gains in AI company stakes juice second-quarter earnings for S&P 500

Gains in AI company stakes juice second-quarter earnings for S&P 500

By Caroline Valetkevitch NEW YORK, Aug 20 (Reuters) - S&P 500 companies are winding up a banner quarterly earnings season, fueled in large part by surging profits at AI-related companies.
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European Central Bank Blog Predicts U.S. Tech Stock Correction Amid AI Enthusiasm

European Central Bank Blog Predicts U.S. Tech Stock Correction Amid AI Enthusiasm

European Central Bank Blog Predicts U.S. Tech Stock Correction Amid AI Enthusiasm
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Bill Ackman's Pershing Square Adjusts 'Magnificent Seven' Holdings, Exits Alphabet

Bill Ackman's Pershing Square Adjusts 'Magnificent Seven' Holdings, Exits Alphabet

Bill Ackman's Pershing Square Adjusts 'Magnificent Seven' Holdings, Exits Alphabet
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Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase

Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase

Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase
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Big Tech Companies Face Scrutiny Over $3 Trillion in Hidden AI Spending

Big Tech Companies Face Scrutiny Over $3 Trillion in Hidden AI Spending

Big Tech Companies Face Scrutiny Over $3 Trillion in Hidden AI Spending
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Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers

Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers

Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers
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Stanley Druckenmiller Increases Stakes in Amazon and Chip Stocks Amid AI Enthusiasm

Stanley Druckenmiller Increases Stakes in Amazon and Chip Stocks Amid AI Enthusiasm

Stanley Druckenmiller Increases Stakes in Amazon and Chip Stocks Amid AI Enthusiasm