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Following closely was ARK’s investment in Tempus AI Inc (TEM), where the firm bought 158,051 shares across its ARKK and ARKG ETFs, totaling $8,833,470. This purchase continues a recent trend of ARK ...
NVIDIA (NASDAQ:NVDA) solidly hurdled the $4 trillion in market cap hurdle this past week as news emerged that the AI chip firm will resume shipments to China.
FDMO provides disciplined momentum exposure with a balanced sector allocation, favoring mega-cap tech leaders. Click here to ...
The U.S. government reverses its ban on AI chip sales to China, a move officials frame as a strategic play to let Nvidia cap Huawei's market growth.
Nvidia’s recent strategic breakthroughs have analysts buzzing with confidence and raising their price targets. Needham’s ...
AI skeptics who had been sounding the alarm over demand concerns and calling the AI trade a bubble are on the retreat as mounting evidence points to strong demand and continued capital spending ...
We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...
As Bitcoin treasuries falter in 2025, Strategy’s BTC strategy defies the death spiral. Explore how Saylor’s Bitcoin plan ...
Nvidia’s U.S. approval to resume H20 chip sales to China unlocks billions in potential revenue, boosting its stock and AI ...
Intel’s CEO Lip-Bu Tan told employees that he doesn’t consider Intel to be among the leading chip companies, a stark contrast ...
Here's what differentiates Microsoft from other investment opportunities, what it would have to do to justify a $600 share ...
WWT on Broadcom partnership, VMware’s new VCF innovation, VCF 9 AI platform, customer adoption and Broadcom-VMware strategy.
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