The stock market tumbled last week, led by highly valued growth plays such as Palantir and Tesla. Nvidia earnings loom.
Donald Trump's tariff plans on China could hurt several American companies that get a large portion of their supply chain or ...
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The latest investor updates on stocks that are trending on Tuesday.
AI has taken tripled the growth rate of AI data center compute. It has gone from 5X each year to over 15X each year.
Hedge fund Viking Global Investors is shifting its sector focus and signaling a possible hesitation towards Big Tech in the market.
A rather unexpected metric is perhaps the one from Morgan Stanley (via @Jukanlosreve) that counts the wafer consumption of AI processors. There are no surprises, though: Nvidia controls the lion's ...
"This is supportive to the Nvidia investment case and presents a relatively new and scalable demand avenue for its market leading chips." Investors were also keeping an eye on Tesla (TSLA ...
It's not every day that we can see an EV with AI chips. Volvo's newest ES90 boasts AI-powered safety and OTA upgrades as if ...
The Global X Fang+ ETF (ASX: FANG) will give you almost twice the Magnificent Seven concentration as an S&P 500-tracking ETF, ...