The technology sector is a key driver of innovation and economic growth, offering significant opportunities for investors eager to take advantage of the digital boom anticipated in 2025. The growth of ...
Broadcom Inc. (AVGO), and Motorola Solutions (MSI). This theme touches a select group of stocks in almost every industry. We have built two investment products that leverage this theme: a UIT with our ...
Key Takeaways Despite the success of a Chinese start-up's $6 million AI model, tech giants Microsoft, Alphabet, Amazon and ...
Google's DeepMind leads the market with Gemini, TPU chips, and cloud growth, making its valuations compelling compared to its ...
Oracle looks like a big winner from the new Stargate Project. The tech giant began working more closely with OpenAI last ...
Nvidia (NVDA), and OpenAI immediately started feeling the heat. DeepSeek is open-source and the company claims that its ...
Stargate appears to be another huge AI data center project on the horizon. Nvidia and TSMC will both benefit from the number ...
President Donald Trump has denied holding talks with Oracle (ORCL) about a TikTok deal, saying that he has “spoken to many people about ...
AI stocks soared after OpenAI announced a partnership with Oracle and SoftBank that could result in up to half a trillion dollars of investment in AI infrastructure over the next four years.
JPMorgan Chase & Co. Chief Executive Jamie Dimon said this week that asset prices, including stocks, were "kind of inflated, by any measure," during a CNBC interview at the World Economic Forum in ...
President Donald Trump said he is open to Elon Musk or Oracle (ORCL) Chairman Larry Ellison purchasing TikTok as part of a joint venture with ...