Demand for AI infrastructure and tools remains strong. ASML, Samsung, and TSMC have all posted strong recent earnings, which ...

As AI-driven mining stocks retreat, investors are examining executive stock sales, governance and shareholder alignment across leading Bitcoin miners, according to Blocksbridge Consulting. Several ...

Gavin Baker, managing partner and CIO at Atreides Management and a closely watched AI investor on X, laid out what he called the "mega bull case" for AI infrastructure in a post over the weekend.

NVDA and MU are part of a chip group projected to generate a combined $430 billion in free cash flow over the next 12 months. AMZN and META face combined free cash flow dropping from $260B to $100B as ...

SINGAPORE, July 9 (Reuters) - Asian investors struck a cautious tone on artificial intelligence as they increasingly wager on businesses that can withstand the AI-led disruption and look for firms ...

UBS sees hyperscalers' capex growth slowing to 25% in 2027 and 6% in 2028 Bank of America's July survey found 82% viewed semiconductors as the market's most crowded trade Morningstar data showed ...

The S&P 500 (^GSPC-0.17%) has returned 24%, 23%, and 16%, respectively, over the past three years. It's up another 10% this year, which, if it holds, would put this bull market in rarefied air with ...

The numbers from Bank of America's 2026 Study of Wealthy Americans are striking: 86% of Gen Z and millennial investors now regularly use artificial intelligence, 86% are comfortable incorporating it ...

It's hard to find openly available data about investors with such a large sample size. Here are two important takeaways investors should consider when assembling their portfolios. 1. It's no surprise ...

The second quarter (Q2) of 2026 saw increased enthusiasm from British investors, and they appear to be positioning their assets strategically in order to capitalise on looming challenges for the ...

Debt financing for AI-related needs is accelerating in 2026, be it for data center construction or general liquidity amid aggressive spending, testing the limits of investor demand. July has already ...