Navigating markets with a disciplined, long-term investment approach 'Wix is now our largest position in the technology sector. We bought...
Investors weigh dilution concerns as company accelerates data center expansion following Meta and Nvidia partnerships Shares of Nebius (NBIS) dropped...
Massive AI infrastructure push and potential layoffs highlight Big Tech’s shifting priorities Shares of Meta Platforms (META) rose as much...
Tech giant targets up to $42 billion across U.S. and European markets to finance data centers and advanced computing infrastructure...
Google, Microsoft, and Amazon continue offering Claude models for commercial use while defense restrictions trigger legal challenge Major cloud providers...
Activist Investor Becomes Largest Shareholder as Platform Faces Ad Market Pressures Shares of Pinterest (PINS) surged nearly 5% in early...
Markets Rally, but Antitrust Clouds Gather Over Paramount–Warner Bros Deal Shares of Netflix (NFLX) jumped more than 9% in premarket...
Retail trading platforms may benefit from volatility and expanding product ecosystems As the cryptocurrency market experiences renewed volatility and price...
Deal covering up to 6 gigawatts of capacity signals deepening AI investment race Meta Platforms(META) and Advanced Micro Devices (AMD)...
Digital payments pioneer explores options as new leadership prepares turnaround PayPal Holdings (PYPL) is reportedly attracting takeover interest after a...
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