Gavin Baker’s tech-focused hedge fund has sold off its holdings in Meta (META) and AMD (AMD) while rotating aggressively into…
Browsing: Nvidia
Brad Gerstner’s tech-focused investment firm is close to abandoning a premier data center play while deploying hundreds of millions of…
Famed short-seller Michael Burry warns that the economics behind the US AI data center boom may be about to change.…
Banking titan JPMorgan Chase is massively trimming its exposure in the AI trade, dumping billions of dollars worth of Mag…
The asset management firm founded by billionaire George Soros is deploying tens of millions of dollars in AI names, including…
BlackRock has poured more than a trillion dollars into seven of the largest technology names in the world. In its…
A widely followed market strategist says Retail investors are buying the dip in software stocks at a pace rarely seen…
Nvidia CEO Jensen Huang says one company is ahead of the pack when it comes to extracting value from AI …
Big Short investor Michael Burry says a new feature of the AI bubble is emerging as the OpenAI complex grabs…
Cloud computing giant Oracle is gearing up to raise tens of billions of dollars this year to meet demands from…