As AI reshapes the global economy, billionaire investors and prominent fund managers are placing bold bets on the next wave of tech winners.
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June 12 - News, Tech
On Tuesday, June 10, White House AI czar David Sacks said that the chance of American AI chips falling into the wrong hands isn’t as grave as it seems.
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June 12 - Hedge Funds, Industries, News, Tech
In May, the US and the UAE struck a landmark deal, announcing plans to build one of the largest data centre hubs in Abu Dhabi with U.S. technology.
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June 11 - Hedge Funds, Industries, News, Tech
On June 4, Jefferies analyst John Colantuoni maintained a Buy rating on Uber Technologies Inc. (NYSE:UBER) with a price target of $100.
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June 5 - News, Tech
Wedbush analyst Dan Ives is taking a definitive step to validate his faith in AI. On Wednesday, Wedbush Fund Advisers launched the Dan IVES Wedbush AI Revolution ETF.
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June 4 - Hedge Funds, Industries, News, Tech
Business demand for artificial intelligence is on the rise, and Anthropic’s annualized revenue surge offers compelling proof of this very trend.
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June 4 - Hedge Funds, Industries, News, Tech
Big tech giants had a blockbuster quarter recently, and the momentum seemingly remains strong amongst chip makers and AI developers.
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June 3 - Hedge Funds, Industries, News, Tech
On June 2, Truist Securities analyst Matthew Coad initiated coverage on Toast Inc.
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June 3 - News, Tech
On June 2, Shrenik Kothari of Robert W. Baird reiterated his Buy rating on Zscaler Inc. (NASDAQ:ZS) with an unchanged price target of $315.
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June 3 - News, Tech
On June 2, Morgan Stanley’s Divya Gangahar Kothiyal reiterated a Buy rating on Grab Holdings Limited (NASDAQ:GRAB) while revising the price target upward from $5.20 to $5.65...
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June 3 - News, Tech
According to a May 30 report from Bloomberg, Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is evaluating the potential for establishing an advanced semiconductor manufacturing...
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June 2 - News, Tech
On May 30, JP Morgan’s Brian Essex reiterated his Buy rating on Zscaler Inc. (NASDAQ:ZS) and raised the stock’s price target from $275 to $292.
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June 2 - News, Tech
On May 30, a Goldman Sachs analyst reiterated a bullish stance on Alphabet Inc. (NASDAQ:GOOGL), maintaining a Buy rating and a $220 price target.
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May 31 - News, Tech
Last week, AI startup Anthropic launched its most intelligent model to date, the Claude Opus 4.
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May 31 - Hedge Funds, Industries, News, Tech
Following Motorola Solutions Inc.’s (NYSE:MSI) acquisition of Silvus Technologies Inc., Bank of America Securities analyst Tomer Zilberman reiterated a Buy rating and maintained...
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May 30 - News, Tech
On May 29, Mark Miller of Benchmark Company reiterated a Buy rating on Coherent Corp. (NYSE:COHR), with an unchanged price target of $95.
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May 30 - News, Tech
Tal Liani of Bank of America Securities has downgraded SentinelOne Inc.
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May 30 - News, Tech
The Federal Trade Commission (FTC) issued a divestiture order on May 28, requiring Synopsys Inc. (NASDAQ:SNPS) and Ansys Inc.
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May 29 - News, Tech
On May 28, PDD Holdings (NASDAQ:PDD) reported weaker quarterly results, prompting Bank of America Securities analyst Joyce Ju to lower her price target to $120 from $140 and reiterate...
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May 29 - News, Tech
While the United States is busy forging alliances and striking high-profile artificial intelligence deals, China is quietly making calculated progress of its own.
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May 29 - Hedge Funds, Industries, News, Tech
On Thursday, Reuters reported that the U.S.
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May 29 - News, Tech
According to a report by CNBC, the United States and the United Arab Emirates are seemingly a match made in heaven.
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May 29 - Hedge Funds, Industries, News, Tech
Scott Berg, an analyst at Needham, gave Salesforce Inc.’s (NYSE:CRM) acquisition of Informatica a thumbs-up on May 28, reiterating his Buy rating and keeping his price target...
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May 28 - News, Tech
On May 28, Bloomberg reported that Apple Inc.
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May 28 - News, Tech
On Wednesday, May 28, Motorola Solutions Inc.
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May 28 - News, Tech
According to a new report from consulting firm ICF, the United States will face a dramatic surge in electricity consumption over the next five years.
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May 28 - Hedge Funds, Industries, News, Tech
The United States may be imposing restrictions on China to curb its dominance in artificial intelligence, but China is determined to press forward regardless.
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May 27 - Hedge Funds, Industries, News, Tech
On May 23, Bank of America Securities analyst Bradley Sills reiterated his Buy rating on Salesforce Inc.
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May 27 - News, Tech
The company is expected to hold its investor day on May 28, where Marshall expects it will present a long-term growth plan.
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May 26 - News, Tech
Bloomberg reported on May 23 that Nvidia Corp.
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May 26 - News, Tech
CoreWeave Inc. (NASDAQ:CRWV) has delivered edge-of-the-seat excitement for investors this year.
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May 26 - News, Tech
Stargate UAE is all set to become a transformative force in the field of artificial intelligence.
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May 24 - Hedge Funds, Industries, News, Tech
In a bold move that could escalate tariff tensions, President Donald Trump demanded that Apple and other smartphone makers manufacture their phones in the United States- or face...
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May 24 - News, Tech
On Friday, May 23, William Blair analyst Dylan Becker reiterated his Buy rating on Autodesk Inc.
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May 24 - News, Tech
On May 22, Bank of America Securities analyst Miranda Zhuang reiterated a Buy rating on Baidu Inc. (NASDAQ:BIDU).
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May 24 - News, Tech
The analyst based his optimistic outlook on Core Scientific’s existing infrastructure of low-cost and high-density mining facilities, which he believes could be leveraged to...
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May 24 - News, Tech
The United Arab Emirates is all set to emerge as the next leading global hub for artificial intelligence.
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May 23 - Hedge Funds, Industries, News, Tech
After the market closed on May 21, Snowflake Inc. (NYSE:SNOW) reported its FQ1 2026 results (FY ends in January), which were better than street expectations.
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May 22 - News, Tech
On the positive side, the analyst noted that CoreWeave has a low-cost, high-density infrastructure used initially for bitcoin mining, which it could repurpose to support its data...
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May 22 - News, Tech
On Thursday, Bloomberg reported that the U.S.
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May 22 - News, Tech
US President Donald Trump struck massive deals last week in numerous avenues during his Middle East tour.
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May 22 - Hedge Funds, Industries, News, Tech
As a display of creative financial mechanisms, Uber Technologies Inc. (NYSE:UBER) raised around $1.2 billion last week through an exchangeable bond deal.
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May 21 - News, Tech
The recently imposed US sanctions on chip use have angered China.
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May 21 - Hedge Funds, Industries, News, Tech
Speaking on CNBC’s “Halftime Report", CEO of Ritholtz Wealth Management and CNBC PRO contributor Josh Brown said that he believes the most important theme for the stock market...
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May 20 - Hedge Funds, Industries, News, Tech
On May 19, Citi analyst Joao Soares reiterated his Buy rating on MercadoLibre Inc. (NASDAQ:MELI) with an unchanged price target of $2,450.
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May 20 - News, Tech
On Tuesday, Pony AI Inc. (NASDAQ:PONY) reported Q1 2025 results, which were better than street expectations.
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May 20 - News, Tech
The United States recently issued guidance threatening companies not to use advanced computer chips from China, including Huawei's Ascend AI chips.
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May 20 - Hedge Funds, Industries, News, Tech
According to an analysis by global management consulting firm McKinsey & Company, data centers are projected to require $6.7 trillion in capital expenditures worldwide by 2030...
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May 20 - Hedge Funds, Industries, News, Tech
US President Donald Trump is all set to revive the country's struggling coal industry.
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May 19 - Hedge Funds, Industries, News, Tech