Brad Gerstner’s tech-focused investment firm is close to abandoning a premier data center play while deploying hundreds of millions of…
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Renowned short-seller Jim Chanos says he has come up with a simple strategy on how to approach the AI trade.…
Jeffrey Gundlach is flagging early warning signs beneath the surface of the AI trade, arguing that credit markets are starting…
A wave of heavy borrowing is sweeping through the data-center world as companies race to supply OpenAI with the compute…
ARK Invest ramped up its exposure to Google and one more AI stock, shifting capital into two of its most…
A macro investor with over 30 years of experience believes that AI will boost balance sheets in the same way…
Well-known short seller Jim Chanos is drawing a red line under the AI trade, warning that data center operators powering…
The chief executive of the $4.6 trillion tech titan Nvidia (NVDA) says he has but one regret about his investment…
Meta (META) is doubling down on artificial intelligence with a pair of multi-billion-dollar moves that highlight both its reliance on…
Blackstone’s president Jon Gray says the investment giant is positioning across multiple industries to capture the infrastructure buildout behind artificial…