David Tepper's hedge fund, Appaloosa Management, recently initiated a position in CoreWeave while also raising its exposure ...
An Evercore ISI analyst sees strong growth ahead for storage makers, networking providers and Apple.
Thiel Macro loaded up on Amazon shares during the second quarter.
CoreWeave and Nebius are two of the fastest-growing companies in the market.
Unitree, China’s humanoid robotics firm, saw its shares soar 460% on its Shanghai stock market debut on Wednesday, as ...
Shares of Jensen Huang’s company have struggled to make headway since its previous results day.
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 ...
SoundHound AI (NASDAQ: SOUN) just released its earnings for the second quarter of 2026. Although it reported considerable ...
So far investors have been focused on artificial-intelligence infrastructure plays rather than productivity beneficiaries, ...