A billion-dollar asset manager says the AI trade remains the defining market narrative, warning investors against looking away as money…
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Nvidia is building deep ties with OpenAI, preparing to fund a sweeping buildout of computing infrastructure to support the world’s…
Oxbow Advisors’ Ted Oakley says the AI trade looks eerily similar to the dot-com bubble witnessed in the late 1990s.…
Asset management giant Baird believes Tesla (TSLA) has more room to run, raising its outlook on the stock with artificial…
Billionaire venture capitalist Vinod Khosla warns that people will lose a lot of money chasing the AI trade. In a…
Empower’s Marta Norton says the AI trade has shifted from a corporate growth driver to a matter of sovereign competition,…
Billionaire and DoubleLine Capital CEO Jeffrey Gundlach warns that the AI mania is a frenzy that has already happened twice…
Magnetar Financial has disclosed a $15.62 billion stake in CoreWeave (CRWV), making the AI infrastructure company the largest position in…
A hedge fund management firm says Intel (INTC) is now trading in meme stock territory after securing a $5 billion…
A fresh rate cut is giving new fuel to the technology rally, according to one of Wall Street’s most recognizable…