Controversial short-seller Michael Burry says Nvidia (NVDA) is taking one big risk that’s not showing up in the headlines. In…
Browsing: Nvidia
Jensen Huang says investors misreading the impact of agentic AI on software companies may be underestimating what comes next. In…
Nvidia announces record revenue figures that underscore how central AI infrastructure has become to global tech spending. In its latest…
Controversial investor Michael Burry says he’s looking at one pick-and-shovel trade in the AI boom that could be a candidate…
Gavin Baker’s tech-focused hedge fund has sold off its holdings in Meta (META) and AMD (AMD) while rotating aggressively into…
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…