Amazon, Alphabet, and Taiwan Semiconductor remain well positioned to keep winning amid the AI infrastructure build-out.

Alphabet's shares fell as key AI researchers left to form Discovery Loop, a new AI venture. Despite the departures, Google ...

Andrew Polovin, the firm's EVP and chief legal officer, sold 30,075 shares of Tempus AI, Inc. ( TEM +9.06%) at $51.29 per ...

The fund manager recently booked gains in Sandisk stock and redeployed capital into Broadcom.

Unitree, China’s humanoid robotics firm, saw its shares soar 460% on its Shanghai stock market debut on Wednesday, as ...

AMD looks poised to outperform Nvidia over the next three years.

Eastspring Investments' Nupur Gupta says that despite concerns over the AI narrative and high capital expenditure, AI ...

Soros Fund Management, based in New York and run by George Soros, filed its Q2 13F report on Aug. 14, 2026, and increased its ...

The famed quantitative investment firm reduced its MU position despite the chipmaker's powerful rally and growing exposure to ...

So far investors have been focused on artificial-intelligence infrastructure plays rather than productivity beneficiaries, ...

The AI capital cycle already has clear winners, and three US-listed companies have locked in structural advantages most ...