Beth Kindig, CEO and lead tech analyst for the I/O Fund said in a blog post that Big Tech was on track to spend at least $236 billion in capital expenditure in 2024, which represents year-over-year ...
Davis Capital Management cut its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 6.4% during the fourth quarter, ...
Aspire Private Capital LLC trimmed its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange ...
China's DeepSeek is roiling AI stocks as Wall Street mulls demand for Nvidia chips and huge capital spending by tech industry ...
Nvidia stock has rallied over 132%, thanks to the robust demand for its advanced GPUs (graphics processing units) that are required to power AI models. The impressive growth in the company’s revenue ...
Uber Technologies (UBER) and Applied Materials (AMAT) are among the latest batch of top stock picks from the Barron's Roundtable, the publication's yearly gathering of analysts, strategists and fund ...