Palantir and BigBear.ai want to capitalize on the AI software market. One of them has been significantly more successful at it. Palantir's growth rate could continue to accelerate in 2026, which may ...
Read about the latest moves in my dividend stock portfolio and why I trimmed NVDA/AMD on valuation and rotated into BDCs ...
My Seeking Alpha stock portfolio delivered 62.94% in the last year, outperforming the S&P 500 TR by ~3.8x. Read more about my ...
Altogether, that adds up to 32.2%, or about a third of total portfolio assets. However, he also has exposure to other AI ...
MENLO PARK, CALIFORNIA - OCTOBER 28: A pedestrian walks in front of a new logo and the name 'Meta' on the sign in front of Facebook headquarters on October 28, 2021 in Menlo Park, California. A new ...
The tech sector is a dominant force in the market, largely due to the widespread growth of artificial intelligence in the last few years. Even with AI’s current momentum, pros tell us that how much ...
Nvidia (NVDA) holds a $2.7B investment portfolio focused on AI infrastructure. The portfolio has dropped 30% since Q3 ended. CoreWeave (CRWV) comprises over 91% of Nvidia’s portfolio but crashed 46% ...
High energy costs make Europe uncompetitive, industries say EU to cut permit times and environmental checks for projects Aims for rapid upgrade of ageing energy networks Strengthens checks on ...
Shares of Intel surged in September after a big investment from chipmaker Nvidia. In addition, the Trump administration has taken a 10% stake in the business. Intel, however, has incurred an operating ...
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