The AI trade is really starting to take off, but much of the gains, at least of late, have been concentrated within the same old, same old. The semiconductor trade has continued to melt…
It’s getting harder to find value within the AI scene these days, especially after the latest spike in the semiconductor stocks. With the iShares Semiconductor ETF (NASDAQ:SOXX) soaring more than 6% in a single…
There’s been a lot of excitement and awe following Anthropic’s release of Claude Mythos and its limited release to members of Project Glasswing. At the same time, though, there’s also been a bit of…
Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) have been fluctuating sideways since melting up for the month of April. And while the name is far less heated than many of its peers in…
Elon Musk’s vision of orbital data centers sounds quite out there, but perhaps it’s not as outlandish as it sounds, especially as the corporate space race looks to heat up. Undoubtedly, time will tell…
It’s hard not to feel just a hint of FOMO (the fear of missing out) when it comes to the semiconductor plays after their latest leg higher. It seems like the group is becoming…
Digital twins could soon go from science fiction to reality as the agentic wave takes off, colliding with deep personalization. Indeed, as AI gains greater access to our digital lives, as we allow it…
It’s pretty hard to know what to believe when it comes to this ongoing AI revolution. The AI bubble calls have been growing louder for well over a year now. And while some folks,…
As the biggest IPOs the world has ever seen touch down, the market, as we know it, is about to change its composition in a big way, especially at the top. With the Nasdaq…
The broad stock market might be heating up again, with the tech sector continuing to flex its muscles. But, underneath the surface, not everything is great for all corners of tech. The hardware players…
The data center buildout doesn’t seem like it’s about to slow down. As more firms look to step up and supply AI compute, some of which (unlike the cash-rich hyperscalers) are risking their shirts…
Whale Rock Capital Management, run by the very impressive Alex Sacerdote, is having its moment in the sun after yet another incredible quarter. Indeed, the fund might be lesser-known compared to some of the…
It’s 13-F filing season, and there have been a lot of hedge fund moves to dig through for a hint of a clue as to where the value is, at least as of the…
There’s a bit of overlap between the world’s largest and second-largest companies, and it’s becoming a bit more striking over time. Indeed, Alphabet (NASDAQ:GOOG | GOOG Price Prediction), which just pulled the curtain on…
It may come off as a bit of a surprise to learn that Donald Trump’s son, Donald Trump Jr., is working as a partner at one of the hottest venture capital firms out there.…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) is starting to look like a real frontrunner in physical AI. Now, it’s no mystery that Amazon has been putting robots to work at its warehouse, behind the…
Things were getting quite a bit volatile for tech to start the week. And while Wednesday’s session gave relief to tech-heavy investors, it’s hard to tell which direction the tech sector and some of…
It’s quite tempting for new investors to want to track the market’s current behavior while looking for patterns in the past to try to get a feel for how things could go in the…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is the undisputed AI chip king, and its heft lead probably won’t be given up anytime soon, even as more tech titans spend on their own custom silicon…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been on quite the investment spree in the past year, and while much of the AI bets and partnerships have begun to bear fruit after the latest…
