Capacitor supply chain bottleneck becoming big AI trade in the market
Trading on commodity cycles within the technology sector is nothing new, and it’s often associated with peak moments.…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
Forget AI: One of the hottest trades right now is coffee
Coffee has become one of the best trades in the market lately, outpacing even artificial intelligence. Coffee futures…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
SoftBank sinks as Asia chip stocks track Wall Street AI rout
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a…
The volatile AI trade marched higher, but oil kept Wall Street on edge last week
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade…
Dan Loeb’s Third Point expands AI bets with new stakes in Hut 8 and chip names
Dan Loeb’s Third Point made broad portfolio changes in the first quarter, adding a series of technology and…
The AI Chip Rally Pushed SMH Higher. What Investors Should Know Before Buying.
Driven in large part by the hardware demands of artificial intelligence (AI), chip stocks have been going gangbusters…
AI threat plagues software stocks after latest updates from Anthropic
Software’s artificial intelligence troubles don’t appear as though they will let up anytime soon, following the sector’s slide…
Nvidia shares are rising before its big AI conference. Here’s what Wall Street expects to hear
Shares of Nvidia climbed ahead of its closely watched developer conference this week as investors bet the event…
AppLovin Surges 11% While Tempus AI and Micron Also Outpace Most AI Stocks
AppLoving (APP) jumped 11.2% last week while Tempus AI (TEM) jumped 11%. Micro was another strong gainer, with…
Is This Fund the Ultimate Buy and Hold Investment for the Age of AI?
Some analysts say that semiconductor giant Nvidia (NASDAQ: NVDA), whose chips have formed the backbone of the AI…