Investors who once rewarded bold AI plans are now asking tougher questions about spending, profits and competition. Several of the largest US technology firms have lost hundreds of billions of dollars ...

U.S. stock investors will be on guard this week for further volatility induced by fears of artificial intelligence disruption ...

Bill Ackman has made several investments over the last few years to take advantage of massive opportunities in artificial intelligence (AI). He bought Alphabet in his hedge fund, Pershing Square ...

Is the $600B AI Capex splurge repeating the 1999 fiber optic overbuild? Analyze the risks of an AI Bubble 2026, comparing the dot-com crash to today’s data center arms race.

Nvidia stock lost almost $600 billion in market cap in a single day. By the time the kerfuffle was over, Nvidia plunged from roughly $143 per share on Jan. 24, the Friday before, into the low $90s, a ...

Mitchell believes Tencent holds a key advantage over domestic AI rivals given it’s already “deeply integrated” into the daily ...

If you invested in Nvidia 10 years ago, here's how much your money would be worth today, what fueled the gains, and what Wall Street analysts expect next.

Sands Capital Technology Innovators Fund stated the following regarding Taiwan Semiconductor Manufacturing Company Limited ...

A sell-off rippled through software, real estate and trucking stocks this past week as investors worried artificial intelligence could upend some industries — and analysts say the white-knuckle drops ...

Despite a significant pullback, Palantir's valuation remains astronomical, with shares trading at 128 times forward earnings.

Ackman's investment thesis for Meta Platforms centers on its status as the second-largest ad tech company in the world. Its ...

During the fourth quarter of 2025, the largest portfolio sector weightings were Information Technology and Communication ...